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

Spire 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 Q3	–	Sell	-84	Closed	-$9K	–	2337
2022 Q2	$9K	Hold	84	–	–	﹤0.01%	1949
2022 Q1	$10K	Hold	84	–	–	﹤0.01%	2028
2021 Q4	$10K	Hold	84	–	–	﹤0.01%	2377
2021 Q3	$10K	Hold	84	–	–	﹤0.01%	2093
2021 Q2	$10K	Hold	84	–	–	﹤0.01%	2114
2021 Q1	$10K	Buy	+84	New	+$10.3K	﹤0.01%	2411

Other funds holding AGGM

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

BCM

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

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

Spire Wealth Management's AGGM Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2022, closing a stake of 84 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in AGGM in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 59 funds tracked by Wall St. Rank hold AGGM as of Q3 2022.

Spire Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 84 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2022, an estimated $9K.
Spire Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $10K in Q1 2022.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.