LIS
AGGM

Legacy Investment Solutions’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Legacy Investment Solutions’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 		$1.78K Buy
+17
New +$1.75K ﹤0.01% 531
2024
Q4 		$1.75K Hold
17
– – ﹤0.01% 516
2024
Q3 		$1.75K Buy
+17
New +$1.79K ﹤0.01% 495

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

Legacy Investment Solutions's AGGM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2025: 17 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AGGM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AGGM in Q3 2024 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold AGGM as of Q2 2025.

  • Legacy Investment Solutions held 17 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $1.78K as of Q2 2025.
  • iShares 1-10 Year U.S. Aggregate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #531 holding.
  • Legacy Investment Solutions first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.