CA
AGGM

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

Claro 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
2019
Q1 		– Sell
-143
Closed -$16K – 460
2018
Q4 		$16K Buy
+143
New +$15.6K 0.01% 589

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Claro Advisors's AGGM Position: Q1 2019 in Review

Claro Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2019, closing a stake of 143 shares — an estimated $16K sold.

Claro Advisors first reported a position in AGGM in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 42 funds tracked by Wall St. Rank hold AGGM as of Q1 2019.

  • Claro Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 143 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2019, an estimated $16K.
  • Claro Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $16K in Q4 2018.
  • 42 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.