EWA
AGGM

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

EverSource Wealth Advisors’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
Q1 		– Sell
-31
Closed -$3.22K – 2933
2023
Q4 		$3.22K Sell
31
-363
-92% -$36.7K ﹤0.01% 2028
2023
Q3 		$39.4K Sell
394
-256
-39% -$26.2K ﹤0.01% 902
2023
Q2 		$67.6K Buy
+650
New +$68.2K 0.01% 719

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
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
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
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

EverSource Wealth Advisors's AGGM Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2024, closing a stake of 31 shares — an estimated $3.22K sold.

EverSource Wealth Advisors first reported a position in AGGM in Q2 2023 and held it in 3 quarters. The position peaked at $67.6K in Q2 2023. 75 funds tracked by Wall St. Rank hold AGGM as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 31 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $3.22K.
  • EverSource Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $67.6K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.