ANTB
AGGM

AMG National Trust Bank’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

AMG National Trust Bank’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 		$373K Sell
3,590
-245
-6% -$25.4K 0.01% 360
2026
Q1 		$399K Buy
3,835
+1,385
+57% +$145K 0.01% 395
2025
Q4 		$257K Hold
2,450
– – 0.01% 413
2025
Q3 		$258K Hold
2,450
– – 0.01% 414
2025
Q2 		$256K Hold
2,450
– – 0.01% 409
2025
Q1 		$255K Hold
2,450
– – 0.01% 398
2024
Q4 		$250K Sell
2,450
-100
-4% -$10.4K 0.01% 411
2024
Q3 		$272K Sell
2,550
-1,435
-36% -$151K 0.01% 398
2024
Q2 		$409K Buy
3,985
+1,185
+42% +$121K 0.01% 361
2024
Q1 		$290K Sell
2,800
-150
-5% -$15.6K 0.01% 379
2023
Q4 		$310K Sell
2,950
-4,510
-60% -$456K 0.01% 372
2023
Q3 		$746K Hold
7,460
– – 0.03% 303
2023
Q2 		$776K Sell
7,460
-1,850
-20% -$194K 0.03% 298
2023
Q1 		$985K Sell
9,310
-400
-4% -$41.9K 0.03% 286
2022
Q4 		$996K Sell
9,710
-2,485
-20% -$255K 0.04% 266
2022
Q3 		$1.24M Buy
12,195
+2,485
+26% +$265K 0.05% 222
2022
Q2 		$1.06M Sell
9,710
-100
-1% -$10.9K 0.04% 242
2022
Q1 		$1.11M Sell
9,810
-185
-2% -$21.6K 0.04% 243
2021
Q4 		$1.22M Sell
9,995
-675
-6% -$82.2K 0.04% 249
2021
Q3 		$1.3M Buy
10,670
+1,755
+20% +$216K 0.04% 237
2021
Q2 		$1.09M Sell
8,915
-1,255
-12% -$152K 0.03% 263
2021
Q1 		$1.22M Sell
10,170
-1,000
-9% -$122K 0.04% 239
2020
Q4 		$1.41M Hold
11,170
– – 0.05% 209
2020
Q3 		$1.4M Sell
11,170
-200
-2% -$25.2K 0.06% 189
2020
Q2 		$1.42M Buy
+11,370
New +$1.41M 0.06% 183

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
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
Wealth Enhancement Advisory Services
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
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

AMG National Trust Bank's AGGM Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 6.4% in Q2 2026, selling an estimated $25.4K and leaving 3,590 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #360.

AMG National Trust Bank first reported a position in AGGM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.42M in Q2 2020. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

  • AMG National Trust Bank held 3,590 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $373K as of Q2 2026.
  • AMG National Trust Bank sold 245 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #360 holding.
  • AMG National Trust Bank first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.42M in Q2 2020.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.