GKIM
AGG icon

GW&K Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GW&K Investment 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
2023
Q2 		– Sell
-4,862
Closed -$484K – 898
2023
Q1 		$484K Buy
+4,862
New +$481K ﹤0.01% 320

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

GW&K Investment Management's AGG Position: Q2 2023 in Review

GW&K Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 4,862 shares — an estimated $484K sold.

GW&K Investment Management first reported a position in AGG in Q1 2023 and held it in 1 quarter. The position peaked at $484K in Q1 2023. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • GW&K Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • GW&K Investment Management sold 4,862 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $484K.
  • GW&K Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • GW&K Investment Management's iShares Core US Aggregate Bond ETF position peaked at $484K in Q1 2023.
  • 1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on GW&K Investment Management's 13F filing for Q2 2023, filed 9 Aug 2023.