Csenge Advisory Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Csenge Advisory Group’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	$221K	Sell	2,127 -74	-3%	-$7.68K	0.01%	704
2026 Q1	$229K	Sell	2,201 -10	-0.5%	-$1.05K	0.01%	669
2025 Q4	$231K	Sell	2,211 -2	-0.1%	-$211	0.01%	653
2025 Q3	$233K	Sell	2,213 -25	-1%	-$2.61K	0.01%	623
2025 Q2	$231K	Hold	2,238	–	–	0.01%	619
2025 Q1	$231K	Sell	2,238 -9,524	-81%	-$981K	0.01%	600
2024 Q4	$1.2M	Sell	11,762 -89	-0.8%	-$9.25K	0.07%	232
2024 Q3	$1.24M	Buy	11,851 +69	+0.6%	+$7.27K	0.06%	214
2024 Q2	$1.21M	Sell	11,782 -1,368	-10%	-$140K	0.07%	213
2024 Q1	$1.36M	Sell	13,150 -7,019	-35%	-$728K	0.08%	204
2023 Q4	$2.12M	Sell	20,169 -6,810	-25%	-$689K	0.13%	133
2023 Q3	$2.7M	Buy	+26,979	New	+$2.76M	0.18%	103
2022 Q2	–	Sell	-15,816	Closed	-$1.79M	–	613
2022 Q1	$1.79M	Buy	+15,816	New	+$1.85M	0.14%	135
2021 Q4	–	Sell	-13,142	Closed	-$1.61M	–	575
2021 Q3	$1.61M	Buy	+13,142	New	+$1.62M	0.14%	133
2021 Q2	–	Sell	-8,728	Closed	-$1.05M	–	563
2021 Q1	$1.05M	Buy	+8,728	New	+$1.07M	0.11%	153
2020 Q2	–	Sell	-6,944	Closed	-$842K	–	387
2020 Q1	$842K	Buy	+6,944	New	+$833K	0.22%	99

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

Csenge Advisory Group's AGGM Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 3.4% in Q2 2026, selling an estimated $7.68K and leaving 2,127 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #704.

Csenge Advisory Group first reported a position in AGGM in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.7M in Q3 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Csenge Advisory Group held 2,127 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $221K as of Q2 2026.
Csenge Advisory Group sold 74 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $7.68K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #704 holding.
Csenge Advisory Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2020 and has held it in 16 quarters since.
Csenge Advisory Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $2.7M in Q3 2023.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.