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

Centaurus Financial’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	-1,551	Closed	-$159K	–	920
2022 Q4	$159K	Sell	1,551 -183	-11%	-$18.7K	0.02%	663
2022 Q3	$177K	Hold	1,734	–	–	0.02%	647
2022 Q2	$186K	Hold	1,734	–	–	0.02%	641
2022 Q1	$197K	Buy	1,734 +196	+13%	+$22.9K	0.02%	673
2021 Q4	$187K	Buy	1,538 +559	+57%	+$68K	0.01%	700
2021 Q3	$119K	Hold	979	–	–	0.01%	808
2021 Q2	$120K	Hold	979	–	–	0.01%	810
2021 Q1	$117K	Sell	979 -380	-28%	-$46.5K	0.01%	747
2020 Q4	$171K	Hold	1,359	–	–	0.02%	592
2020 Q3	$170K	Buy	+1,359	New	+$171K	0.02%	487

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

Centaurus Financial's AGGM Position: Q1 2023 in Review

Centaurus Financial sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2023, closing a stake of 1,551 shares — an estimated $159K sold.

Centaurus Financial first reported a position in AGGM in Q3 2020 and held it in 10 quarters. The position peaked at $197K in Q1 2022. 60 funds tracked by Wall St. Rank hold AGGM as of Q1 2023.

Centaurus Financial reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Centaurus Financial sold 1,551 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $159K.
Centaurus Financial first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 10 quarters.
Centaurus Financial's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $197K in Q1 2022.
60 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2023.

Based on Centaurus Financial's 13F filing for Q1 2023, filed 18 May 2023.