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

Belpointe Asset 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
2023 Q2	–	Sell	-77	Closed	-$8.14K	–	1618
2023 Q1	$8.14K	Hold	77	–	–	﹤0.01%	2811
2022 Q4	$7.9K	Buy	+77	New	+$7.89K	﹤0.01%	2734

Other funds holding AGGM

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

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

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

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

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

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

BCM

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

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

CGFA

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

Belpointe Asset Management's AGGM Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2023, closing a stake of 77 shares — an estimated $8.14K sold.

Belpointe Asset Management first reported a position in AGGM in Q4 2022 and held it in 2 quarters. The position peaked at $8.14K in Q1 2023. 61 funds tracked by Wall St. Rank hold AGGM as of Q2 2023.

Belpointe Asset Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 77 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2023, an estimated $8.14K.
Belpointe Asset Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $8.14K in Q1 2023.
61 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.