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

Gibraltar Capital Management’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
-3,137
Closed -$302K – 73
2022
Q3 		$302K Buy
3,137
+377
+14% +$38.1K 0.15% 68
2022
Q2 		$281K Sell
2,760
-62
-2% -$6.37K 0.14% 72
2022
Q1 		$302K Sell
2,822
-104
-4% -$11.4K 0.13% 76
2021
Q4 		$334K Buy
2,926
+128
+5% +$14.6K 0.15% 63
2021
Q3 		$321K Buy
2,798
+7
+0.3% +$811 0.16% 64
2021
Q2 		$324K Sell
2,791
-418
-13% -$47.9K 0.16% 61
2021
Q1 		$366K Sell
3,209
-3,844
-55% -$445K 0.19% 58
2020
Q4 		$834K Buy
7,053
+1,224
+21% +$144K 0.5% 40
2020
Q3 		$688K Buy
5,829
+31
+0.5% +$3.68K 0.48% 38
2020
Q2 		$685K Buy
5,798
+34
+0.6% +$3.98K 0.5% 37
2020
Q1 		$665K Sell
5,764
-4,685
-45% -$534K 0.47% 35
2019
Q4 		$1.17M Buy
10,449
+84
+0.8% +$9.47K 0.71% 32
2019
Q3 		$1.17M Buy
10,365
+69
+0.7% +$7.76K 0.89% 32
2019
Q2 		$1.15M Buy
10,296
+71
+0.7% +$7.76K 1.18% 25
2019
Q1 		$1.11M Sell
10,225
-1,313
-11% -$141K 1.12% 27
2018
Q4 		$1.23M Buy
+11,538
New +$1.21M 1.3% 19

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gibraltar Capital Management's AGG Position: Q4 2022 in Review

Gibraltar Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 3,137 shares — an estimated $302K sold.

Gibraltar Capital Management first reported a position in AGG in Q4 2018 and held it in 16 quarters. The position peaked at $1.23M in Q4 2018. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Gibraltar Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gibraltar Capital Management sold 3,137 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $302K.
  • Gibraltar Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Gibraltar Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.23M in Q4 2018.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Gibraltar Capital Management's 13F filing for Q4 2022, filed 13 Jan 2023.