EWM
AGGM

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

EPG Wealth 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
Q2 		– Sell
-26
Closed -$3K – 372
2020
Q1 		$3K Hold
26
– – ﹤0.01% 655
2019
Q4 		$3K Buy
+26
New +$3.08K ﹤0.01% 567

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

EPG Wealth Management's AGGM Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2020, closing a stake of 26 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in AGGM in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 49 funds tracked by Wall St. Rank hold AGGM as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 26 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2020, an estimated $3K.
  • EPG Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.