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

WealthOne’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 Q2	–	Sell	-3,862	Closed	-$438K	–	126
2022 Q1	$438K	Buy	+3,862	New	+$451K	0.15%	69
2021 Q4	–	Sell	-3,733	Closed	-$455K	–	117
2021 Q3	$455K	Buy	+3,733	New	+$460K	0.17%	68
2021 Q2	–	Sell	-7,375	Closed	-$884K	–	130
2021 Q1	$884K	Buy	+7,375	New	+$903K	0.38%	35
2020 Q2	–	Sell	-2,493	Closed	-$302K	–	99
2020 Q1	$302K	Buy	+2,493	New	+$299K	0.23%	62
2019 Q4	–	Sell	-2,074	Closed	-$247K	–	92
2019 Q3	$247K	Sell	2,074 -3,450	-62%	-$407K	0.18%	75
2019 Q2	$644K	Buy	5,524 +1,008	+22%	+$115K	0.46%	36
2019 Q1	$513K	Buy	+4,516	New	+$503K	0.58%	32

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

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

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

Kenfarb & Co Ashland, Kentucky $109M AUM 18% 1-Year Est. Return

WealthOne's AGGM Position: Q2 2022 in Review

WealthOne sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2022, closing a stake of 3,862 shares — an estimated $438K sold.

WealthOne first reported a position in AGGM in Q1 2019 and held it in 7 quarters. The position peaked at $884K in Q1 2021. 70 funds tracked by Wall St. Rank hold AGGM as of Q2 2022.

WealthOne reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
WealthOne sold 3,862 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2022, an estimated $438K.
WealthOne first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2019 and held it in 7 quarters.
WealthOne's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $884K in Q1 2021.
70 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.