Commonwealth Equity Services
AGGM

Commonwealth Equity Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Commonwealth Equity Services’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
2022
Q3 		– Sell
-1,934
Closed -$208K – 3703
2022
Q2 		$208K Sell
1,934
-134
-6% -$14.6K ﹤0.01% 3160
2022
Q1 		$234K Sell
2,068
-335
-14% -$39.1K ﹤0.01% 3181
2021
Q4 		$292K Sell
2,403
-171
-7% -$20.8K ﹤0.01% 2995
2021
Q3 		$313K Buy
2,574
+15
+0.6% +$1.85K ﹤0.01% 2880
2021
Q2 		$313K Sell
2,559
-526
-17% -$63.8K ﹤0.01% 2855
2021
Q1 		$369K Buy
3,085
+311
+11% +$38.1K ﹤0.01% 2570
2020
Q4 		$349K Buy
2,774
+674
+32% +$84.4K ﹤0.01% 2447
2020
Q3 		$263K Buy
2,100
+324
+18% +$40.9K ﹤0.01% 2481
2020
Q2 		$222K Buy
+1,776
New +$220K ﹤0.01% 2510
2018
Q1 		– Sell
-2,233
Closed -$254K – 2750
2017
Q4 		$254K Sell
2,233
-386
-15% -$44.1K ﹤0.01% 2175
2017
Q3 		$300K Sell
2,619
-59
-2% -$6.76K ﹤0.01% 1973
2017
Q2 		$306K Sell
2,678
-1,994
-43% -$227K ﹤0.01% 1899
2017
Q1 		$527K Sell
4,672
-246,686
-98% -$27.7M ﹤0.01% 1467
2016
Q4 		$28.2M Buy
251,358
+248,753
+9,549% +$28.3M 0.21% 99
2016
Q3 		$305K Buy
2,605
+200
+8% +$23.5K ﹤0.01% 1710
2016
Q2 		$283K Buy
2,405
+220
+10% +$25.4K ﹤0.01% 1707
2016
Q1 		$251K Buy
2,185
+6
+0.3% +$681 ﹤0.01% 1761
2015
Q4 		$243K Buy
2,179
+14
+0.6% +$1.58K ﹤0.01% 1751
2015
Q3 		$245K Buy
2,165
+11
+0.5% +$1.24K ﹤0.01% 1692
2015
Q2 		$242K Buy
2,154
+144
+7% +$16.4K ﹤0.01% 1790
2015
Q1 		$233K Buy
2,010
+6
+0.3% +$692 ﹤0.01% 1800
2014
Q4 		$229K Sell
2,004
-261
-12% -$29.7K ﹤0.01% 1747
2014
Q3 		$255K Buy
2,265
+11
+0.5% +$1.24K ﹤0.01% 1668
2014
Q2 		$254K Buy
2,254
+13
+0.6% +$1.46K ﹤0.01% 1660
2014
Q1 		$249K Sell
2,241
-214
-9% -$23.8K ﹤0.01% 1603
2013
Q4 		$270K Buy
+2,455
New +$271K ﹤0.01% 1506

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services's AGGM Position: Q3 2022 in Review

Commonwealth Equity Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2022, closing a stake of 1,934 shares — an estimated $208K sold.

Commonwealth Equity Services first reported a position in AGGM in Q4 2013 and held it in 26 quarters. The position peaked at $28.2M in Q4 2016. 59 funds tracked by Wall St. Rank hold AGGM as of Q3 2022.

  • Commonwealth Equity Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,934 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2022, an estimated $208K.
  • Commonwealth Equity Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2013 and held it in 26 quarters.
  • Commonwealth Equity Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $28.2M in Q4 2016.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.