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

Ignite Planners’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	-4,022	Closed	-$421K	–	293
2023 Q4	$421K	Buy	4,022 +51	+1%	+$5.16K	0.13%	167
2023 Q3	$393K	Buy	+3,971	New	+$406K	0.12%	191
2022 Q2	–	Sell	-4,216	Closed	-$460K	–	171
2022 Q1	$460K	Buy	+4,216	New	+$492K	0.31%	91

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

Ignite Planners's AGGM Position: Q1 2024 in Review

Ignite Planners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2024, closing a stake of 4,022 shares — an estimated $421K sold.

Ignite Planners first reported a position in AGGM in Q1 2022 and held it in 3 quarters. The position peaked at $460K in Q1 2022. 75 funds tracked by Wall St. Rank hold AGGM as of Q1 2024.

Ignite Planners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Ignite Planners sold 4,022 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $421K.
Ignite Planners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
Ignite Planners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $460K in Q1 2022.
75 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on Ignite Planners's 13F filing for Q1 2024, filed 12 Apr 2024.