BMCM
AGGM

Bryn Mawr Capital Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Bryn Mawr Capital 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
Q1 		– Sell
-2,478
Closed -$259K – 450
2025
Q4 		$259K Buy
2,478
+565
+30% +$59.6K 0.01% 378
2025
Q3 		$202K Sell
1,913
-4,367
-70% -$456K 0.01% 428
2025
Q2 		$656K Sell
6,280
-2,590
-29% -$267K 0.04% 242
2025
Q1 		$924K Sell
8,870
-1,985
-18% -$204K 0.06% 198
2024
Q4 		$1.11M Sell
10,855
-345
-3% -$35.9K 0.06% 205
2024
Q3 		$1.2M Buy
11,200
+242
+2% +$25.5K 0.06% 197
2024
Q2 		$1.13M Buy
10,958
+380
+4% +$38.8K 0.06% 203
2024
Q1 		$1.1M Buy
10,578
+2,442
+30% +$253K 0.06% 212
2023
Q4 		$856K Sell
8,136
-490
-6% -$49.6K 0.05% 229
2023
Q3 		$863K Buy
8,626
+15
+0.2% +$1.53K 0.06% 221
2023
Q2 		$896K Buy
8,611
+153
+2% +$16K 0.08% 173
2023
Q1 		$895K Sell
8,458
-1,767
-17% -$185K 0.09% 171
2022
Q4 		$1.05M Buy
+10,225
New +$1.05M 0.11% 150

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Bryn Mawr Capital Management's AGGM Position: Q1 2026 in Review

Bryn Mawr Capital Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2026, closing a stake of 2,478 shares — an estimated $259K sold.

Bryn Mawr Capital Management first reported a position in AGGM in Q4 2022 and held it in 13 quarters. The position peaked at $1.2M in Q3 2024. 59 funds tracked by Wall St. Rank hold AGGM as of Q1 2026.

  • Bryn Mawr Capital Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 2,478 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2026, an estimated $259K.
  • Bryn Mawr Capital Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Bryn Mawr Capital Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.2M in Q3 2024.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.