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

Tranquility 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 Q4	–	Sell	-3,583	Closed	-$365K	–	207
2022 Q3	$365K	Hold	3,583	–	–	0.2%	123
2022 Q2	$385K	Hold	3,583	–	–	0.2%	128
2022 Q1	$406K	Hold	3,583	–	–	0.19%	131
2021 Q4	$435K	Hold	3,583	–	–	0.2%	123
2021 Q3	$437K	Sell	3,583 -3,582	-50%	-$442K	0.22%	121
2021 Q2	$877K	Hold	7,165	–	–	0.49%	66
2021 Q1	$859K	Hold	7,165	–	–	0.53%	61
2020 Q4	$902K	Buy	+7,165	New	+$897K	0.64%	52

Other funds holding AGGM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tranquility Partners's AGGM Position: Q4 2022 in Review

Tranquility Partners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2022, closing a stake of 3,583 shares — an estimated $365K sold.

Tranquility Partners first reported a position in AGGM in Q4 2020 and held it in 8 quarters. The position peaked at $902K in Q4 2020. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

Tranquility Partners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Tranquility Partners sold 3,583 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $365K.
Tranquility Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
Tranquility Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $902K in Q4 2020.
62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on Tranquility Partners's 13F filing for Q4 2022, filed 2 Feb 2023.