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

Park Place 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
2025 Q3	–	Sell	-305	Closed	-$31.7K	–	804
2025 Q2	$31.7K	Hold	305	–	–	0.01%	405
2025 Q1	$31.8K	Hold	305	–	–	0.01%	395
2024 Q4	$31.2K	Hold	305	–	–	0.01%	415
2024 Q3	$32.6K	Hold	305	–	–	0.01%	432
2024 Q2	$31.3K	Hold	305	–	–	0.01%	431
2024 Q1	$31.6K	Hold	305	–	–	0.01%	465
2023 Q4	$32.1K	Hold	305	–	–	0.01%	468
2023 Q3	$30.5K	Hold	305	–	–	0.01%	560
2023 Q2	$31.7K	Hold	305	–	–	0.01%	569
2023 Q1	$32.3K	Hold	305	–	–	0.01%	558
2022 Q4	$31K	Buy	+305	New	+$31.2K	0.01%	554

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Park Place Capital's AGGM Position: Q3 2025 in Review

Park Place Capital sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2025, closing a stake of 305 shares — an estimated $31.7K sold.

Park Place Capital first reported a position in AGGM in Q4 2022 and held it in 11 quarters. The position peaked at $32.6K in Q3 2024. 63 funds tracked by Wall St. Rank hold AGGM as of Q3 2025.

Park Place Capital reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Park Place Capital sold 305 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2025, an estimated $31.7K.
Park Place Capital first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2022 and held it in 11 quarters.
Park Place Capital's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $32.6K in Q3 2024.
63 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2025.

Based on Park Place Capital's 13F filing for Q3 2025, filed 22 Oct 2025.