First National Trust’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

First National Trust’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	–	Sell	-2,000	Closed	-$208K	–	408
2026 Q1	$208K	Hold	2,000	–	–	0.01%	386
2025 Q4	$209K	Hold	2,000	–	–	0.01%	386
2025 Q3	$211K	Hold	2,000	–	–	0.01%	381
2025 Q2	$209K	Buy	+2,000	New	+$206K	0.01%	372

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

First National Trust's AGGM Position: Q2 2026 in Review

First National Trust sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026, closing a stake of 2,000 shares — an estimated $208K sold.

First National Trust first reported a position in AGGM in Q2 2025 and held it in 4 quarters. The position peaked at $211K in Q3 2025. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

First National Trust reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
First National Trust sold 2,000 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $208K.
First National Trust first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2025 and held it in 4 quarters.
First National Trust's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $211K in Q3 2025.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.