1834 Investment Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

1834 Investment Advisors’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 Q2	–	Sell	-1,952	Closed	-$206K	–	238
2023 Q1	$206K	Sell	1,952 -226	-10%	-$23.6K	0.02%	235
2022 Q4	$223K	Sell	2,178 -134	-6%	-$13.7K	0.03%	175
2022 Q3	$236K	Sell	2,312 -150	-6%	-$16K	0.04%	181
2022 Q2	$265K	Sell	2,462 -452	-16%	-$49.2K	0.04%	168
2022 Q1	$331K	Sell	2,914 -1	-0%	-$117	0.04%	155
2021 Q4	$354K	Sell	2,915 -5	-0.2%	-$609	0.04%	150
2021 Q3	$356K	Sell	2,920 -486	-14%	-$59.9K	0.04%	146
2021 Q2	$417K	Hold	3,406	–	–	0.05%	141
2021 Q1	$408K	Hold	3,406	–	–	0.05%	139
2020 Q4	$429K	Hold	3,406	–	–	0.06%	138
2020 Q3	$427K	Hold	3,406	–	–	0.06%	129
2020 Q2	$427K	Hold	3,406	–	–	0.07%	125
2020 Q1	$413K	Hold	3,406	–	–	0.08%	121
2019 Q4	$401K	Hold	3,406	–	–	0.06%	133
2019 Q3	$405K	Hold	3,406	–	–	0.06%	132
2019 Q2	$397K	Sell	3,406 -244	-7%	-$27.8K	0.06%	132
2019 Q1	$414K	Sell	3,650 -48	-1%	-$5.35K	0.06%	125
2018 Q4	$408K	Hold	3,698	–	–	0.07%	122
2018 Q3	$406K	Sell	3,698 -106	-3%	-$11.7K	0.06%	138
2018 Q2	$420K	Sell	3,804 -478	-11%	-$52.7K	0.07%	130
2018 Q1	$478K	Sell	4,282 -23	-0.5%	-$2.57K	0.08%	125
2017 Q4	$491K	Hold	4,305	–	–	0.08%	128
2017 Q3	$493K	Sell	4,305 -314	-7%	-$36K	0.09%	113
2017 Q2	$528K	Hold	4,619	–	–	0.1%	118
2017 Q1	$521K	Sell	4,619 -430	-9%	-$48.4K	0.1%	128
2016 Q4	$566K	Buy	5,049 +90	+2%	+$10.3K	0.11%	114
2016 Q3	$581K	Sell	4,959 -90	-2%	-$10.6K	0.13%	112
2016 Q2	$595K	Sell	5,049 -6	-0.1%	-$693	0.13%	118
2016 Q1	$582K	Buy	5,055 +136	+3%	+$15.4K	0.13%	113
2015 Q4	$549K	Sell	4,919 -76	-2%	-$8.56K	0.13%	120
2015 Q3	$566K	Buy	+4,995	New	+$563K	0.14%	123

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

1834 Investment Advisors's AGGM Position: Q2 2023 in Review

1834 Investment Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2023, closing a stake of 1,952 shares — an estimated $206K sold.

1834 Investment Advisors first reported a position in AGGM in Q3 2015 and held it in 31 quarters. The position peaked at $595K in Q2 2016. 61 funds tracked by Wall St. Rank hold AGGM as of Q2 2023.

1834 Investment Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
1834 Investment Advisors sold 1,952 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2023, an estimated $206K.
1834 Investment Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2015 and held it in 31 quarters.
1834 Investment Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $595K in Q2 2016.
61 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2023.

Based on 1834 Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.