Bartlett & Co Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Bartlett & Co Wealth Management’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	$412K	Hold	3,970	–	–	0.01%	379
2026 Q1	$412K	Sell	3,970 -125	-3%	-$13.1K	0.01%	366
2025 Q4	$429K	Hold	4,095	–	–	0.01%	354
2025 Q3	$431K	Hold	4,095	–	–	0.01%	351
2025 Q2	$428K	Sell	4,095 -1,125	-22%	-$116K	0.01%	357
2025 Q1	$544K	Sell	5,220 -125	-2%	-$12.9K	0.01%	320
2024 Q4	$546K	Sell	5,345 -125	-2%	-$13K	0.01%	315
2024 Q3	$584K	Hold	5,470	–	–	0.01%	312
2024 Q2	$562K	Buy	5,470 +480	+10%	+$49K	0.01%	309
2024 Q1	$517K	Sell	4,990 -590	-11%	-$61.2K	0.01%	323
2023 Q4	$588K	Buy	5,580 +190	+4%	+$19.2K	0.01%	327
2023 Q3	$539K	Buy	5,390 +3,500	+185%	+$358K	0.01%	325
2023 Q2	$197K	Buy	1,890 +1,500	+385%	+$157K	﹤0.01%	456
2023 Q1	$41.3K	Hold	390	–	–	﹤0.01%	596
2022 Q4	$40K	Buy	+390	New	+$39.9K	﹤0.01%	608

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

Bartlett & Co Wealth Management's AGGM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q2 2026 at 3,970 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #379.

Bartlett & Co Wealth Management first reported a position in AGGM in Q4 2022 and has held it in 15 quarters since. The position peaked at $588K in Q4 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Bartlett & Co Wealth Management held 3,970 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $412K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares 1-10 Year U.S. Aggregate Bond ETF share count unchanged in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #379 holding.
Bartlett & Co Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $588K in Q4 2023.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.