PWM
AGGM

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

Perigon 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
2021
Q1 		– Sell
-298
Closed -$38K – 702
2020
Q4 		$38K Buy
+298
New +$37.3K ﹤0.01% 825

Other funds holding AGGM

AssetMark Inc
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Perigon Wealth Management's AGGM Position: Q1 2021 in Review

Perigon Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2021, closing a stake of 298 shares — an estimated $38K sold.

Perigon Wealth Management first reported a position in AGGM in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 65 funds tracked by Wall St. Rank hold AGGM as of Q1 2021.

  • Perigon Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 298 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2021, an estimated $38K.
  • Perigon Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $38K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.