OMC
AGGM

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

Old Mission 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
2024
Q2 		– Sell
-7,761
Closed -$804K – 1454
2024
Q1 		$804K Buy
+7,761
New +$805K 0.01% 576

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
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

Old Mission Capital's AGGM Position: Q2 2024 in Review

Old Mission Capital sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2024, closing a stake of 7,761 shares — an estimated $804K sold.

Old Mission Capital first reported a position in AGGM in Q1 2024 and held it in 1 quarter. The position peaked at $804K in Q1 2024. 71 funds tracked by Wall St. Rank hold AGGM as of Q2 2024.

  • Old Mission Capital reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Old Mission Capital sold 7,761 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2024, an estimated $804K.
  • Old Mission Capital first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Old Mission Capital's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $804K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.