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

Bellwether Advisors’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
2023 Q1	–	Sell	-29	Closed	-$2.98K	–	506
2022 Q4	$2.98K	Hold	29	–	–	﹤0.01%	330
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	384
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	313
2022 Q1	$3K	Hold	29	–	–	﹤0.01%	416
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	454
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	429
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	352
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	326
2020 Q4	$3K	Buy	+29	New	+$3.63K	﹤0.01%	290

Other funds holding AGGM

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

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

DWM

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Bellwether Advisors's AGGM Position: Q1 2023 in Review

Bellwether Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2023, closing a stake of 29 shares — an estimated $2.98K sold.

Bellwether Advisors first reported a position in AGGM in Q4 2020 and held it in 9 quarters. The position peaked at $3K in Q2 2022. 60 funds tracked by Wall St. Rank hold AGGM as of Q1 2023.

Bellwether Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 29 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $2.98K.
Bellwether Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2020 and held it in 9 quarters.
Bellwether Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3K in Q2 2022.
60 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.