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

Selective 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
2022 Q1	–	Sell	-18	Closed	-$2K	–	755
2021 Q4	$2K	Buy	+18	New	+$2.19K	﹤0.01%	604

Other funds holding AGGM

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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

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

ACP

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

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Selective Wealth Management's AGGM Position: Q1 2022 in Review

Selective Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2022, closing a stake of 18 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in AGGM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 77 funds tracked by Wall St. Rank hold AGGM as of Q1 2022.

Selective Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 18 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2022, an estimated $2K.
Selective Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
Selective Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $2K in Q4 2021.
77 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.