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

IFP 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
2022 Q4	–	Sell	-321	Closed	-$35K	–	4684
2022 Q3	$35K	Hold	321	–	–	﹤0.01%	2647
2022 Q2	$35K	Hold	321	–	–	﹤0.01%	2415
2022 Q1	$35K	Buy	+321	New	+$37.5K	﹤0.01%	2415
2021 Q1	–	Sell	-56	Closed	-$6.86K	–	3080
2020 Q4	$7K	Sell	56 -3,562	-98%	-$446K	﹤0.01%	2193
2020 Q3	$455K	Buy	+3,618	New	+$456K	0.03%	453
2017 Q4	–	Sell	-318	Closed	-$36K	–	3909
2017 Q3	$36K	Buy	318 +7	+2%	+$802	﹤0.01%	2204
2017 Q2	$36K	Buy	+311	New	+$35.4K	﹤0.01%	2181
2016 Q4	–	Sell	-400	Closed	-$47K	–	4037
2016 Q3	$47K	Buy	400 +9	+2%	+$1.06K	﹤0.01%	1851
2016 Q2	$46K	Buy	+391	New	+$45.2K	﹤0.01%	1812

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

IFP Advisors's AGGM Position: Q4 2022 in Review

IFP Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2022, closing a stake of 321 shares — an estimated $35K sold.

IFP Advisors first reported a position in AGGM in Q2 2016 and held it in 9 quarters. The position peaked at $455K in Q3 2020. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

IFP Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 321 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $35K.
IFP Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2016 and held it in 9 quarters.
IFP Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $455K in Q3 2020.
62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.