Sittner & Nelson’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Sittner & Nelson’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
2024 Q2	–	Sell	-40	Closed	-$4.14K	–	462
2024 Q1	$4.14K	Buy	+40	New	+$4.15K	﹤0.01%	401

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

DWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

ACP

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

Sittner & Nelson's AGGM Position: Q2 2024 in Review

Sittner & Nelson sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2024, closing a stake of 40 shares — an estimated $4.14K sold.

Sittner & Nelson first reported a position in AGGM in Q1 2024 and held it in 1 quarter. The position peaked at $4.14K in Q1 2024. 71 funds tracked by Wall St. Rank hold AGGM as of Q2 2024.

Sittner & Nelson reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Sittner & Nelson sold 40 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2024, an estimated $4.14K.
Sittner & Nelson first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
Sittner & Nelson's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.14K in Q1 2024.
71 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.