Axiom Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Axiom Investment Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$122K	Sell	1,260 -4,353	-78%	-$421K	0.32%	62
2022 Q3	$540K	Sell	5,613 -232	-4%	-$23.5K	1.08%	22
2022 Q2	$594K	Buy	5,845 +274	+5%	+$28.2K	1.71%	21
2022 Q1	$596K	Buy	5,571 +664	+14%	+$73.1K	1.3%	23
2021 Q4	$560K	Buy	4,907 +17	+0.3%	+$1.95K	0.54%	45
2021 Q3	$562K	Buy	4,890 +552	+13%	+$64K	0.56%	46
2021 Q2	$500K	Sell	4,338 -163	-4%	-$18.7K	0.39%	63
2021 Q1	$512K	Buy	4,501 +3,793	+536%	+$439K	0.42%	65
2020 Q4	$547	Sell	708 -3,940	-85%	-$464K	0.5%	47
2020 Q3	$547K	Hold	4,648	–	–	0.62%	44
2020 Q2	$548K	Sell	4,648 -401	-8%	-$46.9K	0.73%	41
2020 Q1	$583K	Buy	5,049 +378	+8%	+$43.1K	1.03%	26
2019 Q4	$525K	Sell	4,671 -495	-10%	-$55.8K	0.75%	38
2019 Q3	$585K	Buy	5,166 +175	+4%	+$19.7K	0.45%	64
2019 Q2	$555K	Buy	4,991 +292	+6%	+$31.9K	0.1%	205
2019 Q1	$512K	Buy	4,699 +213	+5%	+$22.8K	0.1%	215
2018 Q4	$478K	Buy	+4,486	New	+$471K	0.1%	193

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Axiom Investment Management's AGG Position: Q4 2022 in Review

Axiom Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 78% in Q4 2022, selling an estimated $421K and leaving 1,260 shares worth $122K. The position accounts for 0.32% of the portfolio, ranked #62.

Axiom Investment Management first reported a position in AGG in Q4 2018 and has held it in 17 quarters since. The position peaked at $596K in Q1 2022. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Axiom Investment Management held 1,260 shares of iShares Core US Aggregate Bond ETF worth $122K as of Q4 2022.
Axiom Investment Management sold 4,353 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $421K.
iShares Core US Aggregate Bond ETF made up 0.32% of Axiom Investment Management's portfolio in Q4 2022, its #62 holding.
Axiom Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 17 quarters since.
Axiom Investment Management's iShares Core US Aggregate Bond ETF position peaked at $596K in Q1 2022.
1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.