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

Mine & Arao Wealth Creation & 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
2021 Q2	–	Sell	-24	Closed	-$3K	–	288
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	247
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	249
2020 Q3	$3K	Buy	+24	New	+$3.03K	﹤0.01%	242

Other funds holding AGGM

DWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's AGGM Position: Q2 2021 in Review

Mine & Arao Wealth Creation & Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2021, closing a stake of 24 shares — an estimated $3K sold.

Mine & Arao Wealth Creation & Management first reported a position in AGGM in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 64 funds tracked by Wall St. Rank hold AGGM as of Q2 2021.

Mine & Arao Wealth Creation & Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 24 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2021, an estimated $3K.
Mine & Arao Wealth Creation & Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
Mine & Arao Wealth Creation & Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3K in Q1 2021.
64 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2021.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2021, filed 9 Aug 2021.