Avantax Advisory Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Avantax Advisory Services’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 Q2	$646K	Sell	6,188 -538	-8%	-$55.5K	﹤0.01%	1434
2025 Q1	$700K	Buy	6,726 +2,737	+69%	+$282K	﹤0.01%	1305
2024 Q4	$408K	Sell	3,989 -17	-0.4%	-$1.77K	﹤0.01%	1579
2024 Q3	$428K	Sell	4,006 -19	-0.5%	-$2K	﹤0.01%	1519
2024 Q2	$413K	Buy	4,025 +556	+16%	+$56.8K	﹤0.01%	1487
2024 Q1	$359K	Buy	3,469 +6	+0.2%	+$622	﹤0.01%	1203
2023 Q4	$364K	Sell	3,463 -733	-17%	-$74.2K	﹤0.01%	1139
2023 Q3	$420K	Buy	4,196 +586	+16%	+$59.9K	﹤0.01%	1024
2023 Q2	$375K	Sell	3,610 -408	-10%	-$42.8K	﹤0.01%	1069
2023 Q1	$425K	Sell	4,018 -35	-0.9%	-$3.66K	0.01%	982
2022 Q4	$416K	Sell	4,053 -4	-0.1%	-$410	0.01%	947
2022 Q3	$413K	Buy	4,057 +1,314	+48%	+$140K	0.01%	866
2022 Q2	$295K	Buy	2,743 +201	+8%	+$21.9K	﹤0.01%	1015
2022 Q1	$289K	Sell	2,542 -37	-1%	-$4.32K	﹤0.01%	1021
2021 Q4	$314K	Buy	2,579 +60	+2%	+$7.3K	﹤0.01%	956
2021 Q3	$307K	Buy	2,519 +33	+1%	+$4.07K	0.01%	917
2021 Q2	$304K	Buy	2,486 +44	+2%	+$5.33K	0.01%	899
2021 Q1	$293K	Buy	2,442 +1	+0%	+$122	0.01%	816
2020 Q4	$307K	Sell	2,441 -31,235	-93%	-$3.91M	0.01%	713
2020 Q3	$4.21M	Buy	33,676 +18,633	+124%	+$2.35M	0.07%	229
2020 Q2	$1.88M	Sell	15,043 -180	-1%	-$22.3K	0.05%	224
2020 Q1	$1.85M	Buy	15,223 +100	+0.7%	+$12K	0.06%	205
2019 Q4	$1.78M	Buy	+15,123	New	+$1.79M	0.04%	236

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Avantax Advisory Services's AGGM Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 8% in Q2 2025, selling an estimated $55.5K and leaving 6,188 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Avantax Advisory Services first reported a position in AGGM in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.21M in Q3 2020. 73 funds tracked by Wall St. Rank hold AGGM as of Q2 2025.

Avantax Advisory Services held 6,188 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $646K as of Q2 2025.
Avantax Advisory Services sold 538 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2025, an estimated $55.5K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1434 holding.
Avantax Advisory Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.21M in Q3 2020.
73 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.