NewFocus Financial Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

NewFocus Financial Group’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
2020 Q4	$482K	Hold	3,826	–	–	0.14%	88
2020 Q3	$479K	Hold	3,826	–	–	0.16%	83
2020 Q2	$479K	Buy	3,826 +80	+2%	+$9.89K	0.17%	81
2020 Q1	$454K	Buy	3,746 +306	+9%	+$36.7K	0.21%	61
2019 Q4	$405K	Buy	3,440 +506	+17%	+$59.8K	0.16%	72
2019 Q3	$349K	Hold	2,934	–	–	0.15%	72
2019 Q2	$342K	Hold	2,934	–	–	0.16%	70
2019 Q1	$333K	Sell	2,934 -941	-24%	-$105K	0.17%	67
2018 Q4	$428K	Hold	3,875	–	–	0.25%	58
2018 Q3	$426K	Hold	3,875	–	–	0.23%	52
2018 Q2	$428K	Sell	3,875 -270	-7%	-$29.8K	0.26%	53
2018 Q1	$463K	Hold	4,145	–	–	0.29%	53
2017 Q4	$472K	Hold	4,145	–	–	0.29%	50
2017 Q3	$475K	Buy	4,145 +897	+28%	+$103K	0.31%	46
2017 Q2	$371K	Hold	3,248	–	–	0.21%	54
2017 Q1	$367K	Buy	+3,248	New	+$365K	0.23%	49

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

NewFocus Financial Group's AGGM Position: Q4 2020 in Review

NewFocus Financial Group held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q4 2020 at 3,826 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #88.

NewFocus Financial Group first reported a position in AGGM in Q1 2017 and has held it in 16 quarters since. 64 funds tracked by Wall St. Rank hold AGGM as of Q4 2020.

NewFocus Financial Group held 3,826 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $482K as of Q4 2020.
NewFocus Financial Group left its iShares 1-10 Year U.S. Aggregate Bond ETF share count unchanged in Q4 2020.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.14% of NewFocus Financial Group's portfolio in Q4 2020, its #88 holding.
NewFocus Financial Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2017 and has held it in 16 quarters since.
64 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.