Carson Wealth (CWM LLC)’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q3	–	Sell	-171	Closed	-$18K	–	4928
2024 Q2	$18K	Sell	171 -1	-0.6%	-$102	﹤0.01%	3178
2024 Q1	$18K	Buy	172 +92	+115%	+$9.54K	﹤0.01%	2967
2023 Q4	$8K	Hold	80	–	–	﹤0.01%	3281
2023 Q3	$8K	Sell	80 -197	-71%	-$20.1K	﹤0.01%	3240
2023 Q2	$29K	Buy	277 +80	+41%	+$8.39K	﹤0.01%	2392
2023 Q1	$21K	Sell	197 -133	-40%	-$13.9K	﹤0.01%	2468
2022 Q4	$34K	Buy	330 +7	+2%	+$717	﹤0.01%	1997
2022 Q3	$33K	Buy	+323	New	+$34.5K	﹤0.01%	1884

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

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 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

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

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGGM Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2024, closing a stake of 171 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in AGGM in Q3 2022 and held it in 8 quarters. The position peaked at $34K in Q4 2022. 73 funds tracked by Wall St. Rank hold AGGM as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 171 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2024, an estimated $18K.
Carson Wealth (CWM LLC) first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2022 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $34K in Q4 2022.
73 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.