Heritage Wealth Management (Arizona)’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$26.5K	Buy	258 +129	+100%	+$13.2K	﹤0.01%	611
2022 Q3	$13K	Hold	129	–	–	﹤0.01%	606
2022 Q2	$13.9K	Hold	129	–	–	﹤0.01%	611
2022 Q1	$15K	Buy	+129	New	+$15.1K	﹤0.01%	647

Other funds holding AGGM

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

DWM

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

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

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

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s AGGM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 100% in Q4 2022, buying an estimated $13.2K and bringing the position to 258 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Heritage Wealth Management (Arizona) first reported a position in AGGM in Q1 2022 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

Heritage Wealth Management (Arizona) held 258 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $26.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 129 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $13.2K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #611 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and has held it in 4 quarters since.
62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.