RBC
AGGM

Romano Brothers & Co’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-275
Closed -$28.2K – 549
2022
Q4 		$28.2K Buy
+275
New +$28.2K ﹤0.01% 566

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Romano Brothers & Co's AGGM Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2023, closing a stake of 275 shares — an estimated $28.2K sold.

Romano Brothers & Co first reported a position in AGGM in Q4 2022 and held it in 1 quarter. The position peaked at $28.2K in Q4 2022. 60 funds tracked by Wall St. Rank hold AGGM as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 275 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $28.2K.
  • Romano Brothers & Co first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $28.2K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.