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

Beaumont Capital Management’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
2025 Q1	–	Sell	-2,946	Closed	-$301K	–	65
2024 Q4	$301K	Buy	2,946 +54	+2%	+$5.61K	0.23%	39
2024 Q3	$309K	Buy	2,892 +90	+3%	+$9.48K	0.23%	42
2024 Q2	$288K	Sell	2,802 -1,812	-39%	-$185K	0.23%	44
2024 Q1	$478K	Sell	4,614 -4,124	-47%	-$428K	0.35%	43
2023 Q4	$920K	Sell	8,738 -25,338	-74%	-$2.56M	0.7%	36
2023 Q3	$3.41M	Buy	34,076 +9,390	+38%	+$960K	2.46%	15
2023 Q2	$2.57M	Sell	24,686 -311	-1%	-$32.6K	1.78%	20
2023 Q1	$2.64M	Sell	24,997 -547	-2%	-$57.2K	1.84%	21
2022 Q4	$2.62M	Buy	25,544 +119	+0.5%	+$12.2K	1.85%	21
2022 Q3	$2.59M	Buy	25,425 +314	+1%	+$33.5K	2.57%	18
2022 Q2	$2.7M	Sell	25,111 -10,020	-29%	-$1.09M	2.23%	17
2022 Q1	$3.98M	Buy	35,131 +4,812	+16%	+$562K	2.57%	21
2021 Q4	$3.68M	Buy	30,319 +25,061	+477%	+$3.05M	2.13%	23
2021 Q3	$641K	Buy	+5,258	New	+$648K	0.55%	22
2021 Q1	–	Sell	-1,745	Closed	-$220K	–	33
2020 Q4	$220K	Buy	+1,745	New	+$218K	0.22%	30

Other funds holding AGGM

DWM

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

OIA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGFA

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Beaumont Capital Management's AGGM Position: Q1 2025 in Review

Beaumont Capital Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 2,946 shares — an estimated $301K sold.

Beaumont Capital Management first reported a position in AGGM in Q4 2020 and held it in 15 quarters. The position peaked at $3.98M in Q1 2022. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

Beaumont Capital Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Capital Management sold 2,946 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $301K.
Beaumont Capital Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2020 and held it in 15 quarters.
Beaumont Capital Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3.98M in Q1 2022.
68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.