Kayne Anderson Rudnick Investment Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Kayne Anderson Rudnick Investment 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
2026 Q2	$47.4K	Sell	457 -2,222	-83%	-$230K	﹤0.01%	632
2026 Q1	$279K	Buy	2,679 +1,125	+72%	+$118K	﹤0.01%	478
2025 Q4	$163K	Buy	1,554 +1,059	+214%	+$112K	﹤0.01%	522
2025 Q3	$52.2K	Hold	495	–	–	﹤0.01%	599
2025 Q2	$51.7K	Hold	495	–	–	﹤0.01%	606
2025 Q1	$51.6K	Hold	495	–	–	﹤0.01%	579
2024 Q4	$50.6K	Hold	495	–	–	﹤0.01%	554
2024 Q3	$52.9K	Hold	495	–	–	﹤0.01%	542
2024 Q2	$50.8K	Hold	495	–	–	﹤0.01%	534
2024 Q1	$51.3K	Hold	495	–	–	﹤0.01%	540
2023 Q4	$52K	Hold	495	–	–	﹤0.01%	522
2023 Q3	$49.5K	Sell	495 -271	-35%	-$27.7K	﹤0.01%	511
2023 Q2	$79.6K	Hold	766	–	–	﹤0.01%	478
2023 Q1	$80.9K	Hold	766	–	–	﹤0.01%	467
2022 Q4	$78.6K	Hold	766	–	–	﹤0.01%	482
2022 Q3	$78K	Sell	766 -1,468	-66%	-$157K	﹤0.01%	456
2022 Q2	$240K	Hold	2,234	–	–	﹤0.01%	404
2022 Q1	$254K	Sell	2,234 -88	-4%	-$10.3K	﹤0.01%	390
2021 Q4	$282K	Sell	2,322 -451	-16%	-$54.9K	﹤0.01%	395
2021 Q3	$338K	Hold	2,773	–	–	﹤0.01%	378
2021 Q2	$339K	Hold	2,773	–	–	﹤0.01%	377
2021 Q1	$333K	Sell	2,773 -1,337	-33%	-$164K	﹤0.01%	372
2020 Q4	$517K	Hold	4,110	–	–	﹤0.01%	351
2020 Q3	$515K	Buy	+4,110	New	+$518K	﹤0.01%	342

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

Kayne Anderson Rudnick Investment Management's AGGM Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 83% in Q2 2026, selling an estimated $230K and leaving 457 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Kayne Anderson Rudnick Investment Management first reported a position in AGGM in Q3 2020 and has held it in 24 quarters since. The position peaked at $517K in Q4 2020. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 457 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $47.4K as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 2,222 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $230K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #632 holding.
Kayne Anderson Rudnick Investment Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kayne Anderson Rudnick Investment Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $517K in Q4 2020.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.