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

Ascent 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
2026 Q2	$695K	Buy	+6,693	New	+$694K	0.02%	462
2024 Q4	–	Sell	-2,601	Closed	-$278K	–	532
2024 Q3	$278K	Sell	2,601 -1,095	-30%	-$115K	0.02%	456
2024 Q2	$380K	Sell	3,696 -592	-14%	-$60.4K	0.03%	391
2024 Q1	$444K	Sell	4,288 -9,321	-68%	-$967K	0.04%	377
2023 Q4	$1.41M	Buy	13,609 +226	+2%	+$22.9K	0.13%	211
2023 Q3	$1.33M	Buy	+13,383	New	+$1.37M	0.15%	196
2022 Q2	–	Sell	-35,358	Closed	-$4.01M	–	478
2022 Q1	$4.01M	Sell	35,358 -208	-0.6%	-$24.3K	0.47%	53
2021 Q4	$4.25M	Buy	+35,566	New	+$4.33M	0.54%	42

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

Ascent Group's AGGM Position: Q2 2026 in Review

Ascent Group opened a new position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026: 6,693 shares worth $695K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings. This is a return to the name: Ascent Group previously reported a position in AGGM as recently as Q3 2024.

Ascent Group first reported a position in AGGM in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.25M in Q4 2021. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Ascent Group held 6,693 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $695K as of Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF was a new Ascent Group position in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #462 holding.
Ascent Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and has held it in 8 quarters since.
Ascent Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.25M in Q4 2021.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.