Jones Financial Companies
AGGM

Jones Financial Companies’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Jones Financial Companies’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 		$108K Buy
1,034
+47
+5% +$4.88K ﹤0.01% 2830
2026
Q1 		$102K Buy
987
+967
+4,835% +$101K ﹤0.01% 2662
2025
Q4 		$2.09K Buy
+20
New +$2.11K ﹤0.01% 3806

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Jones Financial Companies's AGGM Position: Q2 2026 in Review

Jones Financial Companies increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 4.8% in Q2 2026, buying an estimated $4.88K and bringing the position to 1,034 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Jones Financial Companies first reported a position in AGGM in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

  • Jones Financial Companies held 1,034 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $108K as of Q2 2026.
  • Jones Financial Companies bought 47 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $4.88K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2830 holding.
  • Jones Financial Companies first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.