BWM
AGGM

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

Bullock 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
2025
Q1 		– Sell
-25
Closed -$2.56K – 589
2024
Q4 		$2.56K Hold
25
– – ﹤0.01% 489
2024
Q3 		$2.67K Hold
25
– – ﹤0.01% 475
2024
Q2 		$2.54K Hold
25
– – ﹤0.01% 458
2024
Q1 		$2.56K Buy
+25
New +$2.59K ﹤0.01% 466

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

Bullock Wealth Management's AGGM Position: Q1 2025 in Review

Bullock Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2025, closing a stake of 25 shares — an estimated $2.56K sold.

Bullock Wealth Management first reported a position in AGGM in Q1 2024 and held it in 4 quarters. The position peaked at $2.67K in Q3 2024. 68 funds tracked by Wall St. Rank hold AGGM as of Q1 2025.

  • Bullock Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 25 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2025, an estimated $2.56K.
  • Bullock Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $2.67K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.