PFS
AGGM

Prospera Financial Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-235
Closed -$27K – 1993
2022
Q1 		$27K Buy
+235
New +$27.4K ﹤0.01% 1620

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KC
Kenfarb & Co Ashland, Kentucky $109M AUM 18% 1-Year Est. Return

Prospera Financial Services's AGGM Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2022, closing a stake of 235 shares — an estimated $27K sold.

Prospera Financial Services first reported a position in AGGM in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 70 funds tracked by Wall St. Rank hold AGGM as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 235 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2022, an estimated $27K.
  • Prospera Financial Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $27K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.