SWP
AGGM

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

Strategic Wealth Partners’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
-2,335
Closed -$251K – 273
2022
Q2 		$251K Hold
2,335
– – 0.05% 212
2022
Q1 		$265K Sell
2,335
-782
-25% -$91.3K 0.05% 222
2021
Q4 		$379K Buy
+3,117
New +$379K 0.07% 219

Other funds holding AGGM

Morgan Stanley
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Wealth Partners's AGGM Position: Q3 2022 in Review

Strategic Wealth Partners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2022, closing a stake of 2,335 shares — an estimated $251K sold.

Strategic Wealth Partners first reported a position in AGGM in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q4 2021. 59 funds tracked by Wall St. Rank hold AGGM as of Q3 2022.

  • Strategic Wealth Partners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 2,335 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2022, an estimated $251K.
  • Strategic Wealth Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Strategic Wealth Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $379K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2022.

Based on Strategic Wealth Partners's 13F filing for Q3 2022, filed 24 Apr 2023.