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

Focused 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 Q3	–	Sell	-63	Closed	-$8K	–	811
2020 Q2	$8K	Hold	63	–	–	﹤0.01%	515
2020 Q1	$8K	Hold	63	–	–	﹤0.01%	479
2019 Q4	$7K	Hold	63	–	–	﹤0.01%	534
2019 Q3	$7K	Hold	63	–	–	﹤0.01%	526
2019 Q2	$7K	Hold	63	–	–	﹤0.01%	554
2019 Q1	$7K	Hold	63	–	–	﹤0.01%	511
2018 Q4	$7K	Hold	63	–	–	﹤0.01%	497
2018 Q3	$7K	Hold	63	–	–	﹤0.01%	485
2018 Q2	$7K	Hold	63	–	–	﹤0.01%	481
2018 Q1	$7K	Hold	63	–	–	﹤0.01%	518
2017 Q4	$7K	Hold	63	–	–	﹤0.01%	512
2017 Q3	$7K	Hold	63	–	–	﹤0.01%	479
2017 Q2	$7K	Hold	63	–	–	﹤0.01%	518
2017 Q1	$7K	Hold	63	–	–	﹤0.01%	503
2016 Q4	$7K	Hold	63	–	–	﹤0.01%	503
2016 Q3	$7K	Hold	63	–	–	﹤0.01%	488
2016 Q2	$7K	Hold	63	–	–	﹤0.01%	477
2016 Q1	$7K	Hold	63	–	–	﹤0.01%	441
2015 Q4	$7K	Hold	63	–	–	﹤0.01%	457
2015 Q3	$7K	Hold	63	–	–	﹤0.01%	448
2015 Q2	$7K	Hold	63	–	–	﹤0.01%	455
2015 Q1	$7K	Hold	63	–	–	﹤0.01%	475
2014 Q4	$7K	Hold	63	–	–	0.01%	468
2014 Q3	$7K	Hold	63	–	–	0.01%	473
2014 Q2	$7K	Buy	+63	New	+$7.07K	0.01%	470
2014 Q1	–	Sell	-63	Closed	-$7K	–	639
2013 Q4	$7K	Hold	63	–	–	0.01%	438
2013 Q3	$7K	Buy	+63	New	+$6.9K	0.01%	412

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

Focused Wealth Management's AGGM Position: Q3 2020 in Review

Focused Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2020, closing a stake of 63 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in AGGM in Q3 2013 and held it in 27 quarters. The position peaked at $8K in Q2 2020. 56 funds tracked by Wall St. Rank hold AGGM as of Q3 2020.

Focused Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 63 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2020, an estimated $8K.
Focused Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2013 and held it in 27 quarters.
Focused Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $8K 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 Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.