MW
AGGM

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

Marcum Wealth’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
2025
Q1 		$2.89M Hold
27,787
– – 0.25% 45
2024
Q4 		$2.84M Buy
+27,787
New +$2.89M 0.25% 49

Other funds holding AGGM

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Marcum Wealth's AGGM Position: Q1 2025 in Review

Marcum Wealth held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q1 2025 at 27,787 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #45.

Marcum Wealth first reported a position in AGGM in Q4 2024 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

  • Marcum Wealth held 27,787 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $2.89M as of Q1 2025.
  • Marcum Wealth left its iShares 1-10 Year U.S. Aggregate Bond ETF share count unchanged in Q1 2025.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.25% of Marcum Wealth's portfolio in Q1 2025, its #45 holding.
  • Marcum Wealth first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.