PAG
AGGM

Private Advisor Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Private Advisor Group’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
-429,300
Closed -$430K – 2331
2023
Q3 		$430K Buy
+429,300
New +$43.9M ﹤0.01% 1441

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Private Advisor Group's AGGM Position: Q4 2024 in Review

Private Advisor Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2024, closing a stake of 3,074 shares — an estimated $328K sold.

Private Advisor Group first reported a position in AGGM in Q2 2020 and held it in 6 quarters. The position peaked at $534K in Q4 2023. 79 funds tracked by Wall St. Rank hold AGGM as of Q4 2024.

  • Private Advisor Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 3,074 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $328K.
  • Private Advisor Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2020 and held it in 6 quarters.
  • Private Advisor Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $534K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.