KAS
AGGM

Kestra Advisory Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-395
Closed -$41.4K – 3608
2025
Q4 		$41.4K Buy
+395
New +$41.6K ﹤0.01% 4066

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Kestra Advisory Services's AGGM Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2026, closing a stake of 395 shares — an estimated $41.4K sold.

Kestra Advisory Services first reported a position in AGGM in Q4 2025 and held it in 1 quarter. The position peaked at $41.4K in Q4 2025. 59 funds tracked by Wall St. Rank hold AGGM as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 395 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2026, an estimated $41.4K.
  • Kestra Advisory Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $41.4K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.