5T Wealth’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

5T 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
2026 Q2	$300K	Sell	2,885 -564	-16%	-$58.5K	0.11%	113
2026 Q1	$359K	Sell	3,449 -95	-3%	-$9.97K	0.14%	104
2025 Q4	$371K	Sell	3,544 -278	-7%	-$29.3K	0.15%	103
2025 Q3	$403K	Sell	3,822 -29	-0.8%	-$3.03K	0.18%	93
2025 Q2	$402K	Sell	3,851 -14	-0.4%	-$1.45K	0.19%	88
2025 Q1	$403K	Sell	3,865 -2,000	-34%	-$206K	0.22%	79
2024 Q4	$600K	Buy	+5,865	New	+$610K	0.33%	67

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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

OIA

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

5T Wealth's AGGM Position: Q2 2026 in Review

5T Wealth reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 16% in Q2 2026, selling an estimated $58.5K and leaving 2,885 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #113.

5T Wealth first reported a position in AGGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $600K in Q4 2024. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

5T Wealth held 2,885 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $300K as of Q2 2026.
5T Wealth sold 564 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $58.5K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.11% of 5T Wealth's portfolio in Q2 2026, its #113 holding.
5T Wealth first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $600K in Q4 2024.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.