AWM
AGGM

Avior Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Avior Wealth Management’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
2022
Q3 		– Sell
-53
Closed -$5K – 1205
2022
Q2 		$5K Hold
53
– – ﹤0.01% 853
2022
Q1 		$6K Buy
+53
New +$6.19K ﹤0.01% 889

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avior Wealth Management's AGGM Position: Q3 2022 in Review

Avior Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2022, closing a stake of 53 shares — an estimated $5K sold.

Avior Wealth Management first reported a position in AGGM in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 59 funds tracked by Wall St. Rank hold AGGM as of Q3 2022.

  • Avior Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Avior Wealth Management sold 53 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2022, an estimated $5K.
  • Avior Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Avior Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $6K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.