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

Continuum Advisory’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 Q4	–	Sell	-71	Closed	-$7.32K	–	1901
2024 Q3	$7.32K	Buy	+71	New	+$7.48K	﹤0.01%	1077
2024 Q1	–	Sell	-3,172	Closed	-$334K	–	1701
2023 Q4	$334K	Sell	3,172 -158	-5%	-$16K	0.05%	351
2023 Q3	$333K	Buy	+3,330	New	+$341K	0.05%	341
2022 Q2	–	Sell	-5,814	Closed	-$633K	–	410
2022 Q1	$633K	Buy	+5,814	New	+$679K	0.12%	210

Other funds holding AGGM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Continuum Advisory's AGGM Position: Q4 2024 in Review

Continuum Advisory sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2024, closing a stake of 71 shares — an estimated $7.32K sold.

Continuum Advisory first reported a position in AGGM in Q1 2022 and held it in 4 quarters. The position peaked at $633K in Q1 2022. 79 funds tracked by Wall St. Rank hold AGGM as of Q4 2024.

Continuum Advisory reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Continuum Advisory sold 71 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $7.32K.
Continuum Advisory first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 4 quarters.
Continuum Advisory's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $633K in Q1 2022.
79 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.