BSB
AGGM

Bangor Savings Bank’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Bangor Savings 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
2025
Q1 		– Sell
-9,819
Closed -$1M – 548
2024
Q4 		$1M Buy
+9,819
New +$1.02M 0.09% 105
2024
Q1 		– Sell
-2,889
Closed -$304K – 512
2023
Q4 		$304K Buy
+2,889
New +$292K 0.03% 175

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bangor Savings Bank's AGGM Position: Q1 2025 in Review

Bangor Savings Bank sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 9,819 shares — an estimated $1M sold.

Bangor Savings Bank first reported a position in AGGM in Q4 2023 and held it in 2 quarters. The position peaked at $1M in Q4 2024. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

  • Bangor Savings Bank reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bangor Savings Bank sold 9,819 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $1M.
  • Bangor Savings Bank first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Bangor Savings Bank's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Bangor Savings Bank's 13F filing for Q1 2025, filed 14 Apr 2025.