ACP
AGGM

Aveo Capital Partners’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Aveo Capital Partners’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
-36,589
Closed -$3.74M – 233
2024
Q4 		$3.74M Buy
36,589
+261
+0.7% +$27.1K 0.41% 67
2024
Q3 		$3.88M Buy
36,328
+1,084
+3% +$114K 0.41% 70
2024
Q2 		$3.62M Buy
35,244
+455
+1% +$46.5K 0.41% 71
2024
Q1 		$3.54M Buy
34,789
+659
+2% +$68.3K 0.39% 73
2023
Q4 		$3.59M Sell
34,130
-4,472
-12% -$452K 0.43% 70
2023
Q3 		$3.86M Buy
38,602
+35,031
+981% +$3.58M 0.51% 62
2023
Q2 		$371K Sell
3,571
-109
-3% -$11.4K 0.05% 249
2023
Q1 		$389K Buy
+3,680
New +$385K 0.05% 224
2022
Q2 		– Sell
-42,759
Closed -$4.85M – 279
2022
Q1 		$4.85M Buy
42,759
+316
+0.7% +$36.9K 0.86% 27
2021
Q4 		$5.16M Sell
42,443
-376
-0.9% -$45.8K 0.93% 23
2021
Q3 		$5.22M Buy
+42,819
New +$5.28M 1.09% 16
2021
Q2 		– Sell
-41,440
Closed -$4.97M – 268
2021
Q1 		$4.97M Buy
+41,440
New +$5.08M 1.25% 16
2020
Q4 		– Sell
-3,659
Closed -$458K – 95
2020
Q3 		$458K Buy
+3,659
New +$461K 0.16% 118
2020
Q2 		– Sell
-24,793
Closed -$3.01M – 83
2020
Q1 		$3.01M Buy
+24,793
New +$2.98M 1.46% 12
2019
Q4 		– Sell
-26,913
Closed -$3.18M – 191
2019
Q3 		$3.18M Buy
26,913
+1,427
+6% +$168K 1.31% 18
2019
Q2 		$2.97M Buy
25,486
+1,960
+8% +$224K 1.29% 17
2019
Q1 		$2.67M Buy
+23,526
New +$2.62M 1.23% 21
2017
Q4 		– Sell
-15,810
Closed -$1.81M – 147
2017
Q3 		$1.81M Buy
15,810
+753
+5% +$86.3K 0.62% 27
2017
Q2 		$1.72M Buy
+15,057
New +$1.72M 0.61% 27

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aveo Capital Partners's AGGM Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 36,589 shares — an estimated $3.74M sold.

Aveo Capital Partners first reported a position in AGGM in Q2 2017 and held it in 19 quarters. The position peaked at $5.22M in Q3 2021. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 36,589 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $3.74M.
  • Aveo Capital Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2017 and held it in 19 quarters.
  • Aveo Capital Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $5.22M in Q3 2021.
  • 68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.