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

Horst & Graben 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
2023 Q4	–	Sell	-4,453	Closed	-$446K	–	143
2023 Q3	$446K	Buy	+4,453	New	+$455K	0.11%	81

Other funds holding AGGM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Horst & Graben Wealth Management's AGGM Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 4,453 shares — an estimated $446K sold.

Horst & Graben Wealth Management first reported a position in AGGM in Q3 2023 and held it in 1 quarter. The position peaked at $446K in Q3 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

Horst & Graben Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 4,453 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $446K.
Horst & Graben Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
Horst & Graben Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $446K in Q3 2023.
83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.