First Allied Advisory Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-368	Closed	-$43K	–	1344
2019 Q3	$43K	Buy	+368	New	+$43.4K	﹤0.01%	1374
2018 Q1	–	Sell	-100	Closed	-$11K	–	1269
2017 Q4	$11K	Buy	+100	New	+$11.4K	﹤0.01%	1449

Other funds holding AGGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

First Allied Advisory Services's AGGM Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2019, closing a stake of 368 shares — an estimated $43K sold.

First Allied Advisory Services first reported a position in AGGM in Q4 2017 and held it in 2 quarters. The position peaked at $43K in Q3 2019. 46 funds tracked by Wall St. Rank hold AGGM as of Q4 2019.

First Allied Advisory Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 368 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2019, an estimated $43K.
First Allied Advisory Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $43K in Q3 2019.
46 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.