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

Next 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
2021 Q4	$236K	Buy	1,941 +208	+12%	+$25.3K	0.02%	830
2021 Q3	$211K	Hold	1,733	–	–	0.02%	811
2021 Q2	$212K	Sell	1,733 -1,299	-43%	-$157K	0.02%	805
2021 Q1	$364K	Buy	3,032 +6	+0.2%	+$735	0.03%	546
2020 Q4	$381K	Buy	3,026 +1,465	+94%	+$183K	0.04%	469
2020 Q3	$195K	Sell	1,561 -73	-4%	-$9.2K	0.02%	629
2020 Q2	$205K	Buy	1,634 +490	+43%	+$60.6K	0.02%	533
2020 Q1	$139K	Sell	1,144 -82	-7%	-$9.84K	0.02%	656
2019 Q4	$144K	Buy	+1,226	New	+$145K	0.01%	811
2017 Q1	–	Sell	-1,702	Closed	-$191K	–	2019
2016 Q4	$191K	Hold	1,702	–	–	0.03%	483
2016 Q3	$200K	Buy	+1,702	New	+$200K	0.04%	470

Other funds holding AGGM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Next Financial Group's AGGM Position: Q4 2021 in Review

Next Financial Group increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 12% in Q4 2021, buying an estimated $25.3K and bringing the position to 1,941 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #830.

Next Financial Group first reported a position in AGGM in Q3 2016 and has held it in 11 quarters since. The position peaked at $381K in Q4 2020. 70 funds tracked by Wall St. Rank hold AGGM as of Q4 2021.

Next Financial Group held 1,941 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $236K as of Q4 2021.
Next Financial Group bought 208 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2021, an estimated $25.3K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #830 holding.
Next Financial Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2016 and has held it in 11 quarters since.
Next Financial Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $381K in Q4 2020.
70 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.