Cetera Advisor Networks’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Cetera Advisor Networks’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 Q1	$285K	Sell	2,749 -2,302	-46%	-$239K	﹤0.01%	2328
2023 Q4	$532K	Sell	5,051 -2,498	-33%	-$253K	﹤0.01%	1827
2023 Q3	$755K	Buy	7,549 +4,076	+117%	+$417K	﹤0.01%	1464
2023 Q2	$361K	Sell	3,473 -666	-16%	-$69.8K	﹤0.01%	1955
2023 Q1	$438K	Sell	4,139 -46	-1%	-$4.81K	﹤0.01%	1789
2022 Q4	$429K	Buy	+4,185	New	+$429K	﹤0.01%	1760
2020 Q3	–	Sell	-1,312	Closed	-$164K	–	1905
2020 Q2	$164K	Buy	+1,312	New	+$162K	﹤0.01%	1229

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

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Cetera Advisor Networks's AGGM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 46% in Q1 2024, selling an estimated $239K and leaving 2,749 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Cetera Advisor Networks first reported a position in AGGM in Q2 2020 and has held it in 7 quarters since. The position peaked at $755K in Q3 2023. 75 funds tracked by Wall St. Rank hold AGGM as of Q1 2024.

Cetera Advisor Networks held 2,749 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $285K as of Q1 2024.
Cetera Advisor Networks sold 2,302 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $239K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2328 holding.
Cetera Advisor Networks first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $755K in Q3 2023.
75 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.