OPW
AGGM

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

Oxler Private Wealth’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
-50
Closed -$4.9K – 189
2022
Q3 		$4.9K Buy
+50
New +$5.34K ﹤0.01% 404

Other funds holding AGGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxler Private Wealth's AGGM Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2022, closing a stake of 50 shares — an estimated $4.9K sold.

Oxler Private Wealth first reported a position in AGGM in Q3 2022 and held it in 1 quarter. The position peaked at $4.9K in Q3 2022. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 50 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $4.9K.
  • Oxler Private Wealth first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.9K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.