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

World Equity Group’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
2023 Q4	–	Sell	-7,655	Closed	-$766K	–	344
2023 Q3	$766K	Buy	+7,655	New	+$783K	0.16%	146
2022 Q2	–	Sell	-1,808	Closed	-$205K	–	363
2022 Q1	$205K	Buy	+1,808	New	+$211K	0.04%	340

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

World Equity Group's AGGM Position: Q4 2023 in Review

World Equity Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 7,655 shares — an estimated $766K sold.

World Equity Group first reported a position in AGGM in Q1 2022 and held it in 2 quarters. The position peaked at $766K in Q3 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

World Equity Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 7,655 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $766K.
World Equity Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
World Equity Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $766K in Q3 2023.
83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.