Csenge Advisory Group
AGGM icon

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
Q3 		– Sell
-2,127
Closed -$221K – 783
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

Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Csenge Advisory Group's AGGM Position: Q3 2026 in Review

Csenge Advisory Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2026, closing a stake of 2,127 shares — an estimated $221K sold.

Csenge Advisory Group first reported a position in AGGM in Q1 2020 and held it in 16 quarters. The position peaked at $2.7M in Q3 2023. 25 funds tracked by Wall St. Rank hold AGGM as of Q3 2026.

  • Csenge Advisory Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 2,127 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2026, an estimated $221K.
  • Csenge Advisory Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2020 and held it in 16 quarters.
  • Csenge Advisory Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $2.7M in Q3 2023.
  • 25 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.