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

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-8	Closed	-$818	–	814
2024 Q4	$818	Hold	8	–	–	﹤0.01%	2117
2024 Q3	$854	Hold	8	–	–	﹤0.01%	2087
2024 Q2	$821	Hold	8	–	–	﹤0.01%	2148
2024 Q1	$828	Buy	+8	New	+$830	﹤0.01%	2161

Other funds holding AGGM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Concourse Financial Group Securities's AGGM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 8 shares — an estimated $818 sold.

Concourse Financial Group Securities first reported a position in AGGM in Q1 2024 and held it in 4 quarters. The position peaked at $854 in Q3 2024. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 8 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $818.
Concourse Financial Group Securities first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2024 and held it in 4 quarters.
Concourse Financial Group Securities's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $854 in Q3 2024.
68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.