GWM
AGGM

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

Geneos 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
2021
Q4 		– Sell
-32
Closed -$3K – 2806
2021
Q3 		$3K Hold
32
– – ﹤0.01% 2570
2021
Q2 		$3K Hold
32
– – ﹤0.01% 2571
2021
Q1 		$3K Hold
32
– – ﹤0.01% 2793
2020
Q4 		$3K Sell
32
-24
-43% -$3K ﹤0.01% 2615
2020
Q3 		$7K Buy
+56
New +$7.06K ﹤0.01% 2063

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Geneos Wealth Management's AGGM Position: Q4 2021 in Review

Geneos Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2021, closing a stake of 32 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in AGGM in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2020. 70 funds tracked by Wall St. Rank hold AGGM as of Q4 2021.

  • Geneos Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 32 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 5 quarters.
  • Geneos Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $7K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.