AG
AGGM

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

AmeriFlex Group’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
Q3 		– Sell
-39
Closed -$4.06K – 1169
2025
Q2 		$4.06K Hold
39
– – ﹤0.01% 870
2025
Q1 		$4.02K Buy
39
+1
+3% +$103 ﹤0.01% 1035
2024
Q4 		$3.94K Buy
+38
New +$3.95K ﹤0.01% 949

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

AmeriFlex Group's AGGM Position: Q3 2025 in Review

AmeriFlex Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2025, closing a stake of 39 shares — an estimated $4.06K sold.

AmeriFlex Group first reported a position in AGGM in Q4 2024 and held it in 3 quarters. The position peaked at $4.06K in Q2 2025. 63 funds tracked by Wall St. Rank hold AGGM as of Q3 2025.

  • AmeriFlex Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 39 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2025, an estimated $4.06K.
  • AmeriFlex Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.06K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.