CAPTRUST Financial Advisors
AGGM

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

CAPTRUST Financial 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 		– Sell
-4,372
Closed -$455K – 3326
2026
Q1 		$455K Buy
4,372
+343
+9% +$36K ﹤0.01% 2094
2025
Q4 		$422K Buy
4,029
+46
+1% +$4.85K ﹤0.01% 2005
2025
Q3 		$420K Buy
3,983
+24
+0.6% +$2.5K ﹤0.01% 1936
2025
Q2 		$413K Buy
3,959
+448
+13% +$46.2K ﹤0.01% 1850
2025
Q1 		$366K Buy
3,511
+58
+2% +$5.97K ﹤0.01% 1827
2024
Q4 		$353K Sell
3,453
-37
-1% -$3.85K ﹤0.01% 1804
2024
Q3 		$373K Buy
3,490
+60
+2% +$6.32K ﹤0.01% 1760
2024
Q2 		$352K Buy
3,430
+51
+2% +$5.21K ﹤0.01% 1712
2024
Q1 		$350K Buy
3,379
+45
+1% +$4.67K ﹤0.01% 1685
2023
Q4 		$351K Buy
+3,334
New +$337K ﹤0.01% 2007
2023
Q3 		– Sell
-2,000
Closed -$208K – 2657
2023
Q2 		$208K Buy
+2,000
New +$210K ﹤0.01% 2240
2020
Q1 		– Sell
-2,000
Closed -$235K – 1400
2019
Q4 		$235K Buy
2,000
+1,020
+104% +$121K ﹤0.01% 926
2019
Q3 		$117K Buy
+980
New +$116K ﹤0.01% 724

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 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

CAPTRUST Financial Advisors's AGGM Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026, closing a stake of 4,372 shares — an estimated $455K sold.

CAPTRUST Financial Advisors first reported a position in AGGM in Q3 2019 and held it in 13 quarters. The position peaked at $455K in Q1 2026. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,372 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $455K.
  • CAPTRUST Financial Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2019 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $455K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.