HighTower Advisors
AGGM

HighTower Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

HighTower Advisors’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
2018
Q2 		– Sell
-3,939
Closed -$434K – 2299
2018
Q1 		$434K Sell
3,939
-6,245
-61% -$698K ﹤0.01% 1490
2017
Q4 		$1.16M Buy
+10,184
New +$1.16M 0.01% 1034

Other funds holding AGGM

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HighTower Advisors's AGGM Position: Q2 2018 in Review

HighTower Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2018, closing a stake of 3,939 shares — an estimated $434K sold.

HighTower Advisors first reported a position in AGGM in Q4 2017 and held it in 2 quarters. The position peaked at $1.16M in Q4 2017. 39 funds tracked by Wall St. Rank hold AGGM as of Q2 2018.

  • HighTower Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 3,939 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2018, an estimated $434K.
  • HighTower Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
  • HighTower Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.16M in Q4 2017.
  • 39 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2018.

Based on HighTower Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.