Stifel Financial’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Stifel Financial’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
2020 Q3	–	Sell	-4,742	Closed	-$594K	–	2915
2020 Q2	$594K	Buy	4,742 +2,714	+134%	+$336K	﹤0.01%	1921
2020 Q1	$246K	Buy	+2,028	New	+$243K	﹤0.01%	2325
2016 Q2	–	Sell	-11,945	Closed	-$1.38M	–	2534
2016 Q1	$1.38M	Buy	11,945 +6,342	+113%	+$720K	0.01%	1090
2015 Q4	$626K	Buy	5,603 +234	+4%	+$26.4K	﹤0.01%	1525
2015 Q3	$608K	Buy	+5,369	New	+$606K	﹤0.01%	1449

Other funds holding AGGM

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

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stifel Financial's AGGM Position: Q3 2020 in Review

Stifel Financial sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2020, closing a stake of 4,742 shares — an estimated $594K sold.

Stifel Financial first reported a position in AGGM in Q3 2015 and held it in 5 quarters. The position peaked at $1.38M in Q1 2016. 56 funds tracked by Wall St. Rank hold AGGM as of Q3 2020.

Stifel Financial reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Stifel Financial sold 4,742 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2020, an estimated $594K.
Stifel Financial first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2015 and held it in 5 quarters.
Stifel Financial's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.38M in Q1 2016.
56 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2020.

Based on Stifel Financial's 13F filing for Q3 2020, filed 16 Nov 2020.