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

Fiduciary Alliance’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 Q3	–	Sell	-56	Closed	-$5.83K	–	471
2023 Q2	$5.83K	Buy	+56	New	+$5.87K	﹤0.01%	667
2023 Q1	–	Sell	-56	Closed	-$5.75K	–	416
2022 Q4	$5.75K	Buy	+56	New	+$5.74K	﹤0.01%	498

Other funds holding AGGM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Alliance's AGGM Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2023, closing a stake of 56 shares — an estimated $5.83K sold.

Fiduciary Alliance first reported a position in AGGM in Q4 2022 and held it in 2 quarters. The position peaked at $5.83K in Q2 2023. 84 funds tracked by Wall St. Rank hold AGGM as of Q3 2023.

Fiduciary Alliance reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 56 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2023, an estimated $5.83K.
Fiduciary Alliance first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $5.83K in Q2 2023.
84 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.