Cypress Capital Management (Delaware)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cypress Capital Management (Delaware)’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	–	Sell	-7,963	Closed	-$767K	–	9
2022 Q3	$767K	Sell	7,963 -110	-1%	-$11.1K	0.14%	109
2022 Q2	$821K	Sell	8,073 -45	-0.6%	-$4.62K	0.12%	115
2022 Q1	$869K	Sell	8,118 -180	-2%	-$19.8K	0.11%	121
2021 Q4	$947K	Buy	+8,298	New	+$949K	0.11%	119

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Cypress Capital Management (Delaware)'s AGG Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 7,963 shares — an estimated $767K sold.

Cypress Capital Management (Delaware) first reported a position in AGG in Q4 2021 and held it in 4 quarters. The position peaked at $947K in Q4 2021. 1,625 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 7,963 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $767K.
Cypress Capital Management (Delaware) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
Cypress Capital Management (Delaware)'s iShares Core US Aggregate Bond ETF position peaked at $947K in Q4 2021.
1,625 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.