TC
AGGM

Truvestments Capital’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Truvestments Capital’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
-44
Closed -$4K – 931
2022
Q3 		$4K Hold
44
– – ﹤0.01% 487
2022
Q2 		$5K Buy
+44
New +$4.79K ﹤0.01% 475
2022
Q1 		– Sell
-44
Closed -$5K – 311
2021
Q4 		$5K Buy
+44
New +$5.36K ﹤0.01% 478

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

Truvestments Capital's AGGM Position: Q4 2022 in Review

Truvestments Capital sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2022, closing a stake of 44 shares — an estimated $4K sold.

Truvestments Capital first reported a position in AGGM in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 62 funds tracked by Wall St. Rank hold AGGM as of Q4 2022.

  • Truvestments Capital reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Truvestments Capital sold 44 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $4K.
  • Truvestments Capital first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Truvestments Capital's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $5K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.