Global Retirement Partners’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Global Retirement Partners’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	$13.8K	Buy	+133	New	+$13.8K	﹤0.01%	3253
2025 Q4	$15.8K	Sell	151 -3	-2%	-$316	﹤0.01%	2970
2025 Q3	$16.2K	Buy	154 +1	+0.7%	+$104	﹤0.01%	2491
2025 Q2	$16K	Buy	+153	New	+$15.8K	﹤0.01%	2396
2024 Q4	$22.7K	Sell	222 -40	-15%	-$4.16K	﹤0.01%	2021
2024 Q3	$28K	Buy	262 +51	+24%	+$5.37K	﹤0.01%	1828
2024 Q2	$21.6K	Buy	211 +166	+369%	+$16.9K	﹤0.01%	1945
2024 Q1	$4.66K	Sell	45 -908	-95%	-$94.2K	﹤0.01%	2422
2023 Q4	$99.4K	Sell	953 -14	-1%	-$1.42K	﹤0.01%	1045
2023 Q3	$95.8K	Buy	967 +907	+1,512%	+$92.8K	﹤0.01%	959
2023 Q2	$6.24K	Sell	60 -409	-87%	-$42.9K	﹤0.01%	2119
2023 Q1	$49.8K	Buy	+469	New	+$49.1K	﹤0.01%	1239

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

Global Retirement Partners's AGGM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026: 133 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #3253 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGGM as recently as Q4 2025.

Global Retirement Partners first reported a position in AGGM in Q1 2023 and has held it in 12 quarters since. The position peaked at $99.4K in Q4 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Global Retirement Partners held 133 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $13.8K as of Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3253 holding.
Global Retirement Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $99.4K in Q4 2023.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.