Howe & Rusling’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Howe & Rusling’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
2024 Q1	–	Sell	-20	Closed	-$2.1K	–	390
2023 Q4	$2.1K	Buy	+20	New	+$2.02K	﹤0.01%	360

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

DWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Howe & Rusling's AGGM Position: Q1 2024 in Review

Howe & Rusling sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2024, closing a stake of 20 shares — an estimated $2.1K sold.

Howe & Rusling first reported a position in AGGM in Q4 2023 and held it in 1 quarter. The position peaked at $2.1K in Q4 2023. 75 funds tracked by Wall St. Rank hold AGGM as of Q1 2024.

Howe & Rusling reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Howe & Rusling sold 20 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $2.1K.
Howe & Rusling first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
Howe & Rusling's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $2.1K in Q4 2023.
75 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on Howe & Rusling's 13F filing for Q1 2024, filed 15 May 2024.