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 Q3	$1.12M	Buy	11,290 +4,597	+69%	+$468K	0.03%	372
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

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Ascent Group's AGGM Position: Q3 2026 in Review

Ascent Group increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 69% in Q3 2026, buying an estimated $468K and bringing the position to 11,290 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #372.

Ascent Group first reported a position in AGGM in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.25M in Q4 2021. 25 funds tracked by Wall St. Rank hold AGGM as of Q3 2026.

Ascent Group held 11,290 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $1.12M as of Q3 2026.
Ascent Group bought 4,597 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2026, an estimated $468K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.03% of Ascent Group's portfolio in Q3 2026, its #372 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 9 quarters since.
Ascent Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.25M in Q4 2021.
25 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.