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

Dogwood Wealth Management’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 Q3	–	Sell	-2	Closed	-$183	–	769
2025 Q2	$183	Hold	2	–	–	﹤0.01%	667
2025 Q1	$183	Sell	2 -13	-87%	-$1.34K	﹤0.01%	516
2024 Q4	$1.51K	Buy	+15	New	+$1.56K	﹤0.01%	239
2024 Q2	–	Sell	-11,526	Closed	-$1.18M	–	628
2024 Q1	$1.19M	Buy	11,526 +1,329	+13%	+$138K	0.81%	28
2023 Q4	$1.07M	Buy	+10,197	New	+$1.03M	0.84%	28

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 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

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

Dogwood Wealth Management's AGGM Position: Q3 2025 in Review

Dogwood Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2025, closing a stake of 2 shares — an estimated $183 sold.

Dogwood Wealth Management first reported a position in AGGM in Q4 2023 and held it in 5 quarters. The position peaked at $1.19M in Q1 2024. 63 funds tracked by Wall St. Rank hold AGGM as of Q3 2025.

Dogwood Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Dogwood Wealth Management sold 2 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2025, an estimated $183.
Dogwood Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and held it in 5 quarters.
Dogwood Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.19M in Q1 2024.
63 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.