EWA
AGGM

EP Wealth Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-3,150
Closed -$357K – 659
2022
Q1 		$357K Hold
3,150
– – 0.01% 453
2021
Q4 		$383K Sell
3,150
-158
-5% -$19.2K 0.01% 415
2021
Q3 		$403K Sell
3,308
-50
-1% -$6.17K 0.01% 374
2021
Q2 		$411K Sell
3,358
-468
-12% -$56.7K 0.01% 376
2021
Q1 		$459K Buy
+3,826
New +$469K 0.01% 342

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KC
Kenfarb & Co Ashland, Kentucky $109M AUM 18% 1-Year Est. Return

EP Wealth Advisors's AGGM Position: Q2 2022 in Review

EP Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2022, closing a stake of 3,150 shares — an estimated $357K sold.

EP Wealth Advisors first reported a position in AGGM in Q1 2021 and held it in 5 quarters. The position peaked at $459K in Q1 2021. 70 funds tracked by Wall St. Rank hold AGGM as of Q2 2022.

  • EP Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 3,150 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2022, an estimated $357K.
  • EP Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2021 and held it in 5 quarters.
  • EP Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $459K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.