OWA
AGGM

One Wealth Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

One Wealth Advisors’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
Q4 		– Sell
-2,593
Closed -$259K – 221
2023
Q3 		$259K Buy
+2,593
New +$265K 0.06% 153

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

One Wealth Advisors's AGGM Position: Q4 2023 in Review

One Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 2,593 shares — an estimated $259K sold.

One Wealth Advisors first reported a position in AGGM in Q3 2023 and held it in 1 quarter. The position peaked at $259K in Q3 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

  • One Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • One Wealth Advisors sold 2,593 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $259K.
  • One Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • One Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $259K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.