Sargent Bickham Lagudis’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Sargent Bickham Lagudis’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
2019 Q3	–	Sell	-385	Closed	-$45K	–	731
2019 Q2	$45K	Hold	385	–	–	0.01%	380
2019 Q1	$44K	Hold	385	–	–	0.01%	408
2018 Q4	$43K	Hold	385	–	–	0.01%	385
2018 Q3	$42K	Hold	385	–	–	0.01%	394
2018 Q2	$43K	Hold	385	–	–	0.01%	377
2018 Q1	$43K	Hold	385	–	–	0.01%	381
2017 Q4	$44K	Hold	385	–	–	0.01%	390
2017 Q3	$44K	Hold	385	–	–	0.01%	391
2017 Q2	$44K	Hold	385	–	–	0.01%	374
2017 Q1	$43K	Sell	385 -45	-10%	-$5.06K	0.01%	387
2016 Q4	$48K	Hold	430	–	–	0.01%	342
2016 Q3	$50K	Hold	430	–	–	0.01%	345
2016 Q2	$51K	Sell	430 -264	-38%	-$30.5K	0.01%	336
2016 Q1	$80K	Buy	+694	New	+$78.7K	0.01%	296

Other funds holding AGGM

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sargent Bickham Lagudis's AGGM Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2019, closing a stake of 385 shares — an estimated $45K sold.

Sargent Bickham Lagudis first reported a position in AGGM in Q1 2016 and held it in 14 quarters. The position peaked at $80K in Q1 2016. 45 funds tracked by Wall St. Rank hold AGGM as of Q3 2019.

Sargent Bickham Lagudis reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 385 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2019, an estimated $45K.
Sargent Bickham Lagudis first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2016 and held it in 14 quarters.
Sargent Bickham Lagudis's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $80K in Q1 2016.
45 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.