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Cypress Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cypress Capital’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
Q3 		– Sell
-3,742
Closed -$380K – 94
2022
Q2 		$380K Buy
3,742
+21
+0.6% +$2.16K 0.05% 143
2022
Q1 		$399K Hold
3,721
– – 0.05% 156
2021
Q4 		$424K Hold
3,721
– – 0.05% 155
2021
Q3 		$427K Buy
+3,721
New +$431K 0.05% 140

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Cypress Capital's AGG Position: Q3 2022 in Review

Cypress Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 3,742 shares — an estimated $380K sold.

Cypress Capital first reported a position in AGG in Q3 2021 and held it in 4 quarters. The position peaked at $427K in Q3 2021. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Cypress Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Cypress Capital sold 3,742 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $380K.
  • Cypress Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 4 quarters.
  • Cypress Capital's iShares Core US Aggregate Bond ETF position peaked at $427K in Q3 2021.
  • 1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.