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

Robertson Stephens 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
2023 Q4	–	Sell	-5,175	Closed	-$518K	–	455
2023 Q3	$518K	Sell	5,175 -863	-14%	-$88.3K	0.03%	301
2023 Q2	$628K	Buy	+6,038	New	+$633K	0.04%	251

Other funds holding AGGM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Robertson Stephens Wealth Management's AGGM Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 5,175 shares — an estimated $518K sold.

Robertson Stephens Wealth Management first reported a position in AGGM in Q2 2023 and held it in 2 quarters. The position peaked at $628K in Q2 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

Robertson Stephens Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 5,175 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $518K.
Robertson Stephens Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2023 and held it in 2 quarters.
Robertson Stephens Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $628K in Q2 2023.
83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.