Hanlon Investment Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Hanlon Investment Management’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
2025 Q1	–	Sell	-3,046	Closed	-$311K	–	180
2024 Q4	$311K	Buy	3,046 +335	+12%	+$34.8K	0.09%	144
2024 Q3	$290K	Sell	2,711 -4	-0.1%	-$421	0.08%	134
2024 Q2	$279K	Buy	2,715 +200	+8%	+$20.4K	0.08%	129
2024 Q1	$260K	Sell	2,515 -644	-20%	-$66.8K	0.08%	129
2023 Q4	$332K	Sell	3,159 -2,030	-39%	-$205K	0.11%	103
2023 Q3	$519K	Buy	+5,189	New	+$531K	0.16%	85

Other funds holding AGGM

DWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Hanlon Investment Management's AGGM Position: Q1 2025 in Review

Hanlon Investment Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 3,046 shares — an estimated $311K sold.

Hanlon Investment Management first reported a position in AGGM in Q3 2023 and held it in 6 quarters. The position peaked at $519K in Q3 2023. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

Hanlon Investment Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Hanlon Investment Management sold 3,046 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $311K.
Hanlon Investment Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 6 quarters.
Hanlon Investment Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $519K in Q3 2023.
68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Hanlon Investment Management's 13F filing for Q1 2025, filed 13 May 2025.