HH
AGGM

Hilltop Holdings’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Hilltop Holdings’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
Q2 		– Sell
-10,751
Closed -$1.12M – 908
2025
Q1 		$1.12M Sell
10,751
-200
-2% -$20.6K 0.07% 298
2024
Q4 		$1.12M Buy
10,951
+250
+2% +$26K 0.07% 290
2024
Q3 		$1.14M Buy
10,701
+592
+6% +$62.3K 0.07% 280
2024
Q2 		$1.04M Buy
10,109
+78
+0.8% +$7.96K 0.12% 217
2024
Q1 		$1.04M Buy
10,031
+889
+10% +$92.2K 0.11% 222
2023
Q4 		$962K Buy
9,142
+937
+11% +$94.8K 0.11% 231
2023
Q3 		$821K Buy
8,205
+696
+9% +$71.2K 0.1% 245
2023
Q2 		$781K Buy
7,509
+2,646
+54% +$277K 0.1% 236
2023
Q1 		$514K Buy
4,863
+2,376
+96% +$249K 0.07% 282
2022
Q4 		$255K Hold
2,487
– – 0.03% 428
2022
Q3 		$253K Sell
2,487
-3
-0.1% -$320 0.03% 407
2022
Q2 		$268K Sell
2,490
-79
-3% -$8.59K 0.04% 404
2022
Q1 		$291K Buy
2,569
+56
+2% +$6.54K 0.03% 446
2021
Q4 		$305K Sell
2,513
-4
-0.2% -$487 0.03% 465
2021
Q3 		$307K Sell
2,517
-7
-0.3% -$863 0.03% 467
2021
Q2 		$309K Buy
2,524
+790
+46% +$95.8K 0.03% 453
2021
Q1 		$208K Sell
1,734
-4
-0.2% -$490 0.03% 493
2020
Q4 		$219K Buy
1,738
+73
+4% +$9.14K 0.03% 449
2020
Q3 		$209K Buy
+1,665
New +$210K 0.04% 391

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Hilltop Holdings's AGGM Position: Q2 2025 in Review

Hilltop Holdings sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2025, closing a stake of 10,751 shares — an estimated $1.12M sold.

Hilltop Holdings first reported a position in AGGM in Q3 2020 and held it in 19 quarters. The position peaked at $1.14M in Q3 2024. 73 funds tracked by Wall St. Rank hold AGGM as of Q2 2025.

  • Hilltop Holdings reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Hilltop Holdings sold 10,751 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2025, an estimated $1.12M.
  • Hilltop Holdings first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and held it in 19 quarters.
  • Hilltop Holdings's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.14M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2025.

Based on Hilltop Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.