CW
AGGM

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

CreativeOne Wealth’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
2023
Q4 		– Sell
-6,808
Closed -$681K – 637
2023
Q3 		$681K Buy
+6,808
New +$696K 0.05% 290

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CreativeOne Wealth's AGGM Position: Q4 2023 in Review

CreativeOne Wealth sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 6,808 shares — an estimated $681K sold.

CreativeOne Wealth first reported a position in AGGM in Q3 2023 and held it in 1 quarter. The position peaked at $681K in Q3 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

  • CreativeOne Wealth reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 6,808 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $681K.
  • CreativeOne Wealth first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • CreativeOne Wealth's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $681K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on CreativeOne Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.