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

Outlook 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 Q4	–	Sell	-2,872	Closed	-$293K	–	179
2022 Q3	$293K	Sell	2,872 -98	-3%	-$10.5K	0.13%	146
2022 Q2	$319K	Sell	2,970 -188	-6%	-$20.4K	0.13%	150
2022 Q1	$358K	Sell	3,158 -12	-0.4%	-$1.4K	0.12%	152
2021 Q4	$385K	Sell	3,170 -176	-5%	-$21.4K	0.11%	154
2021 Q3	$408K	Sell	3,346 -337	-9%	-$41.6K	0.13%	159
2021 Q2	$451K	Sell	3,683 -2,032	-36%	-$246K	0.14%	156
2021 Q1	$685K	Buy	5,715 +75	+1%	+$9.19K	0.24%	101
2020 Q4	$710K	Sell	5,640 -61	-1%	-$7.64K	0.26%	95
2020 Q3	$714K	Sell	5,701 -283	-5%	-$35.7K	0.28%	76
2020 Q2	$749K	Sell	5,984 -185	-3%	-$22.9K	0.32%	70
2020 Q1	$748K	Buy	6,169 +1,936	+46%	+$232K	0.42%	56
2019 Q4	$498K	Buy	4,233 +63	+2%	+$7.45K	0.28%	61
2019 Q3	$496K	Buy	+4,170	New	+$492K	0.3%	75

Other funds holding AGGM

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

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

DWM

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

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Outlook Wealth Advisors's AGGM Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2022, closing a stake of 2,872 shares — an estimated $293K sold.

Outlook Wealth Advisors first reported a position in AGGM in Q3 2019 and held it in 13 quarters. The position peaked at $749K in Q2 2020. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 2,872 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $293K.
Outlook Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2019 and held it in 13 quarters.
Outlook Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $749K in Q2 2020.
62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.