CCFM
AGGM

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

Clear Creek Financial Management’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
2020
Q4 		– Sell
-6,114
Closed -$766K – 305
2020
Q3 		$766K Buy
+6,114
New +$771K 0.03% 72

Other funds holding AGGM

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clear Creek Financial Management's AGGM Position: Q4 2020 in Review

Clear Creek Financial Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2020, closing a stake of 6,114 shares — an estimated $766K sold.

Clear Creek Financial Management first reported a position in AGGM in Q3 2020 and held it in 1 quarter. The position peaked at $766K in Q3 2020. 64 funds tracked by Wall St. Rank hold AGGM as of Q4 2020.

  • Clear Creek Financial Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 6,114 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2020, an estimated $766K.
  • Clear Creek Financial Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $766K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2020.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.