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

CoreCap 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	$11.6K	Hold	112	–	–	﹤0.01%	2010
2026 Q1	$11.7K	Hold	112	–	–	﹤0.01%	1898
2025 Q4	$11.7K	Hold	112	–	–	﹤0.01%	1907
2025 Q3	$11.8K	Hold	112	–	–	﹤0.01%	1871
2025 Q2	$11.7K	Hold	112	–	–	﹤0.01%	1810
2025 Q1	$11.7K	Hold	112	–	–	﹤0.01%	1755
2024 Q4	$11.4K	Sell	112 -7	-6%	-$727	﹤0.01%	1724
2024 Q3	$12.7K	Buy	+119	New	+$12.5K	﹤0.01%	1717
2024 Q2	–	Sell	-119	Closed	-$12.3K	–	1964
2024 Q1	$12.3K	Buy	+119	New	+$12.3K	﹤0.01%	1671
2022 Q4	$13.2K	Buy	+129	New	+$13.2K	﹤0.01%	1449
2022 Q3	–	Sell	-199	Closed	-$21K	–	1112
2022 Q2	$21K	Buy	+199	New	+$21.6K	﹤0.01%	1224
2022 Q1	–	Sell	-100	Closed	-$12K	–	1118
2021 Q4	$12K	Buy	+100	New	+$12.2K	﹤0.01%	1490

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

CoreCap Advisors's AGGM Position: Q2 2026 in Review

CoreCap Advisors held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q2 2026 at 112 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

CoreCap Advisors first reported a position in AGGM in Q4 2021 and has held it in 12 quarters since. The position peaked at $21K in Q2 2022. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

CoreCap Advisors held 112 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $11.6K as of Q2 2026.
CoreCap Advisors 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 CoreCap Advisors's portfolio in Q2 2026, its #2010 holding.
CoreCap Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $21K in Q2 2022.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.