MCC
AGGM

Money Concepts Capital’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-852
Closed -$87.4K – 1430
2022
Q4 		$87.4K Buy
+852
New +$87.3K ﹤0.01% 1021
2022
Q2 		– Sell
-849
Closed -$96K – 1894
2022
Q1 		$96K Buy
+849
New +$99.2K 0.01% 1006

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Money Concepts Capital's AGGM Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2023, closing a stake of 852 shares — an estimated $87.4K sold.

Money Concepts Capital first reported a position in AGGM in Q1 2022 and held it in 2 quarters. The position peaked at $96K in Q1 2022. 60 funds tracked by Wall St. Rank hold AGGM as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 852 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $87.4K.
  • Money Concepts Capital first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $96K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.