Biondo Investment Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Biondo Investment Advisors’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	$1.88M	Buy	18,091 +1,347	+8%	+$140K	0.23%	62
2026 Q1	$1.74M	Buy	16,744 +1,178	+8%	+$124K	0.22%	60
2025 Q4	$1.63M	Buy	15,566 +489	+3%	+$51.5K	0.2%	60
2025 Q3	$1.59M	Buy	15,077 +766	+5%	+$80K	0.2%	62
2025 Q2	$1.49M	Buy	14,311 +439	+3%	+$45.3K	0.2%	62
2025 Q1	$1.44M	Buy	13,872 +2,427	+21%	+$250K	0.21%	60
2024 Q4	$1.17M	Buy	11,445 +282	+3%	+$29.3K	0.16%	63
2024 Q3	$1.19M	Buy	11,163 +63	+0.6%	+$6.63K	0.16%	64
2024 Q2	$1.14M	Buy	11,100 +505	+5%	+$51.6K	0.17%	63
2024 Q1	$1.1M	Buy	10,595 +395	+4%	+$41K	0.17%	63
2023 Q4	$1.07M	Buy	10,200 +55	+0.5%	+$5.56K	0.18%	62
2023 Q3	$1.02M	Buy	10,145 +1,180	+13%	+$121K	0.19%	60
2023 Q2	$933K	Buy	8,965 +80	+0.9%	+$8.39K	0.17%	62
2023 Q1	$940K	Sell	8,885 -30	-0.3%	-$3.14K	0.19%	59
2022 Q4	$915K	Buy	8,915 +25	+0.3%	+$2.56K	0.2%	61
2022 Q3	$906K	Buy	8,890 +320	+4%	+$34.2K	0.21%	57
2022 Q2	$922K	Buy	8,570 +253	+3%	+$27.5K	0.2%	59
2022 Q1	$944K	Buy	8,317 +1,074	+15%	+$125K	0.17%	66
2021 Q4	$880K	Buy	7,243 +978	+16%	+$119K	0.15%	68
2021 Q3	$764K	Buy	6,265 +211	+3%	+$26K	0.13%	68
2021 Q2	$741K	Buy	6,054 +350	+6%	+$42.4K	0.13%	67
2021 Q1	$684K	Buy	5,704 +335	+6%	+$41K	0.14%	65
2020 Q4	$676K	Buy	5,369 +115	+2%	+$14.4K	0.13%	65
2020 Q3	$658K	Buy	5,254 +209	+4%	+$26.4K	0.14%	65
2020 Q2	$632K	Buy	5,045 +2,375	+89%	+$294K	0.16%	62
2020 Q1	$324K	Buy	+2,670	New	+$320K	0.11%	61

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

Biondo Investment Advisors's AGGM Position: Q2 2026 in Review

Biondo Investment Advisors increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 8% in Q2 2026, buying an estimated $140K and bringing the position to 18,091 shares worth $1.88M. The position accounts for 0.23% of the portfolio, ranked #62.

Biondo Investment Advisors first reported a position in AGGM in Q1 2020 and has held it in 26 quarters since. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Biondo Investment Advisors held 18,091 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $1.88M as of Q2 2026.
Biondo Investment Advisors bought 1,347 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $140K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.23% of Biondo Investment Advisors's portfolio in Q2 2026, its #62 holding.
Biondo Investment Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Biondo Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.