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

Northwestern Mutual Wealth 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
2024 Q4	–	Sell	-30	Closed	-$3.21K	–	3714
2024 Q3	$3.21K	Sell	30 -36	-55%	-$3.79K	﹤0.01%	3016
2024 Q2	$6.78K	Buy	+66	New	+$6.74K	﹤0.01%	2777
2023 Q3	–	Sell	-44	Closed	-$4.58K	–	3374
2023 Q2	$4.58K	Sell	44 -31	-41%	-$3.25K	﹤0.01%	2812
2023 Q1	$7.93K	Buy	+75	New	+$7.85K	﹤0.01%	2586
2017 Q4	–	Sell	-46	Closed	-$5K	–	2363
2017 Q3	$5K	Buy	+46	New	+$5.27K	﹤0.01%	1811

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Northwestern Mutual Wealth Management's AGGM Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2024, closing a stake of 30 shares — an estimated $3.21K sold.

Northwestern Mutual Wealth Management first reported a position in AGGM in Q3 2017 and held it in 5 quarters. The position peaked at $7.93K in Q1 2023. 79 funds tracked by Wall St. Rank hold AGGM as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 30 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $3.21K.
Northwestern Mutual Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2017 and held it in 5 quarters.
Northwestern Mutual Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $7.93K in Q1 2023.
79 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.