CWS
AGGM

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

Cypress Wealth Services’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
Q4 		– Sell
-3,576
Closed -$377K – 396
2025
Q3 		$377K Hold
3,576
– – 0.06% 209
2025
Q2 		$373K Sell
3,576
-180
-5% -$18.6K 0.07% 200
2025
Q1 		$391K Hold
3,756
– – 0.08% 181
2024
Q4 		$384K Sell
3,756
-245
-6% -$25.5K 0.08% 178
2024
Q3 		$427K Hold
4,001
– – 0.09% 168
2024
Q2 		$411K Sell
4,001
-15
-0.4% -$1.53K 0.09% 164
2024
Q1 		$416K Sell
4,016
-136
-3% -$14.1K 0.1% 163
2023
Q4 		$437K Sell
4,152
-686
-14% -$69.4K 0.11% 153
2023
Q3 		$484K Buy
+4,838
New +$495K 0.13% 137

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Cypress Wealth Services's AGGM Position: Q4 2025 in Review

Cypress Wealth Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2025, closing a stake of 3,576 shares — an estimated $377K sold.

Cypress Wealth Services first reported a position in AGGM in Q3 2023 and held it in 9 quarters. The position peaked at $484K in Q3 2023. 61 funds tracked by Wall St. Rank hold AGGM as of Q4 2025.

  • Cypress Wealth Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 3,576 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2025, an estimated $377K.
  • Cypress Wealth Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 9 quarters.
  • Cypress Wealth Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $484K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2025.

Based on Cypress Wealth Services's 13F filing for Q4 2025, filed 14 Jan 2026.