Financial Enhancement Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Financial Enhancement Group’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 Q3	–	Sell	-526	Closed	-$66K	–	269
2020 Q2	$66K	Hold	526	–	–	0.02%	119
2020 Q1	$64K	Hold	526	–	–	0.02%	120
2019 Q4	$62K	Hold	526	–	–	0.02%	117
2019 Q3	$63K	Hold	526	–	–	0.02%	113
2019 Q2	$61K	Buy	526 +4	+0.8%	+$456	0.02%	116
2019 Q1	$59K	Sell	522 -9	-2%	-$1K	0.02%	132
2018 Q4	$58K	Hold	531	–	–	0.02%	122
2018 Q3	$58K	Buy	+531	New	+$58.6K	0.02%	122

Other funds holding AGGM

DWM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Enhancement Group's AGGM Position: Q3 2020 in Review

Financial Enhancement Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2020, closing a stake of 526 shares — an estimated $66K sold.

Financial Enhancement Group first reported a position in AGGM in Q3 2018 and held it in 8 quarters. The position peaked at $66K in Q2 2020. 56 funds tracked by Wall St. Rank hold AGGM as of Q3 2020.

Financial Enhancement Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Enhancement Group sold 526 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2020, an estimated $66K.
Financial Enhancement Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2018 and held it in 8 quarters.
Financial Enhancement Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $66K in Q2 2020.
56 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2020.

Based on Financial Enhancement Group's 13F filing for Q3 2020, filed 18 Nov 2020.