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

Cardiff Park 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 Q4	–	Sell	-291	Closed	-$29.1K	–	338
2023 Q3	$29.1K	Hold	291	–	–	﹤0.01%	282
2023 Q2	$30.3K	Hold	291	–	–	﹤0.01%	292
2023 Q1	$30.8K	Hold	291	–	–	﹤0.01%	285
2022 Q4	$29.9K	Hold	291	–	–	﹤0.01%	284
2022 Q3	$30K	Hold	291	–	–	﹤0.01%	287
2022 Q2	$31K	Hold	291	–	–	﹤0.01%	285
2022 Q1	$33K	Hold	291	–	–	﹤0.01%	286
2021 Q4	$35K	Buy	+291	New	+$35.4K	﹤0.01%	282

Other funds holding AGGM

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

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

OIA

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

DWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

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

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

Cardiff Park Advisors's AGGM Position: Q4 2023 in Review

Cardiff Park Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 291 shares — an estimated $29.1K sold.

Cardiff Park Advisors first reported a position in AGGM in Q4 2021 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

Cardiff Park Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cardiff Park Advisors sold 291 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $29.1K.
Cardiff Park Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 8 quarters.
Cardiff Park Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $35K in Q4 2021.
83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on Cardiff Park Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.