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

Tower 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
2024 Q2	–	Sell	-3,872	Closed	-$401K	–	69
2024 Q1	$401K	Buy	3,872 +162	+4%	+$16.8K	0.26%	38
2023 Q4	$390K	Buy	3,710 +414	+13%	+$41.9K	0.28%	37
2023 Q3	$330K	Sell	3,296 -7	-0.2%	-$716	0.27%	38
2023 Q2	$344K	Sell	3,303 -20	-0.6%	-$2.1K	0.28%	37
2023 Q1	$352K	Buy	3,323 +1	+0%	+$105	0.29%	37
2022 Q4	$341K	Buy	3,322 +18	+0.5%	+$1.84K	0.3%	38
2022 Q3	$332K	Sell	3,304 -180	-5%	-$19.2K	0.32%	38
2022 Q2	$375K	Buy	3,484 +329	+10%	+$35.8K	0.5%	31
2022 Q1	$358K	Buy	3,155 +13	+0.4%	+$1.52K	0.39%	33
2021 Q4	$382K	Buy	3,142 +6	+0.2%	+$730	0.39%	30
2021 Q3	$382K	Buy	3,136 +36	+1%	+$4.44K	0.4%	31
2021 Q2	$380K	Sell	3,100 -63	-2%	-$7.64K	0.42%	32
2021 Q1	$379K	Buy	3,163 +161	+5%	+$19.7K	0.49%	34
2020 Q4	$378K	Buy	+3,002	New	+$376K	0.43%	27

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

Tower Wealth Partners's AGGM Position: Q2 2024 in Review

Tower Wealth Partners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2024, closing a stake of 3,872 shares — an estimated $401K sold.

Tower Wealth Partners first reported a position in AGGM in Q4 2020 and held it in 14 quarters. The position peaked at $401K in Q1 2024. 71 funds tracked by Wall St. Rank hold AGGM as of Q2 2024.

Tower Wealth Partners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Tower Wealth Partners sold 3,872 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2024, an estimated $401K.
Tower Wealth Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2020 and held it in 14 quarters.
Tower Wealth Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $401K 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 Tower Wealth Partners's 13F filing for Q2 2024, filed 9 Aug 2024.