Atria Investments’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Atria Investments’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,070	Closed	-$212K	–	1942
2024 Q4	$212K	Sell	2,070 -55	-3%	-$5.72K	﹤0.01%	1756
2024 Q3	$227K	Sell	2,125 -83	-4%	-$8.74K	﹤0.01%	1766
2024 Q2	$227K	Buy	+2,208	New	+$225K	﹤0.01%	1747
2020 Q1	–	Sell	-2,139	Closed	-$252K	–	779
2019 Q4	$252K	Buy	+2,139	New	+$253K	0.01%	1045
2019 Q3	–	Sell	-1,974	Closed	-$236K	–	906
2019 Q2	$236K	Buy	+1,974	New	+$225K	0.01%	839
2016 Q1	–	Sell	-2,897	Closed	-$326K	–	451
2015 Q4	$326K	Buy	+2,897	New	+$326K	0.04%	303
2014 Q1	–	Sell	-169,806	Closed	-$18.7M	–	440
2013 Q4	$18.7M	Buy	+169,806	New	+$18.7M	1.86%	9

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Investments's AGGM Position: Q1 2025 in Review

Atria Investments sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 2,070 shares — an estimated $212K sold.

Atria Investments first reported a position in AGGM in Q4 2013 and held it in 7 quarters. The position peaked at $18.7M in Q4 2013. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

Atria Investments reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 2,070 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $212K.
Atria Investments first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2013 and held it in 7 quarters.
Atria Investments's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $18.7M in Q4 2013.
68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.