Cypress Capital Management (Delaware)’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Cypress Capital Management (Delaware)’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
2022 Q4	–	Sell	-10,555	Closed	-$1.07M	–	60
2022 Q3	$1.07M	Sell	10,555 -1,373	-12%	-$147K	0.2%	84
2022 Q2	$1.28M	Buy	11,928 +55	+0.5%	+$5.98K	0.19%	86
2022 Q1	$1.35M	Buy	11,873 +1,940	+20%	+$227K	0.17%	91
2021 Q4	$1.21M	Buy	+9,933	New	+$1.21M	0.14%	109

Other funds holding AGGM

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

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

DWM

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

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

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

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

Cypress Capital Management (Delaware) sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2022, closing a stake of 10,555 shares — an estimated $1.07M sold.

Cypress Capital Management (Delaware) first reported a position in AGGM in Q4 2021 and held it in 4 quarters. The position peaked at $1.35M in Q1 2022. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 10,555 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $1.07M.
Cypress Capital Management (Delaware) first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
Cypress Capital Management (Delaware)'s iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.35M in Q1 2022.
62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

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