Legacy Wealth Management (Idaho)’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-17	Closed	-$1.77K	–	481
2026 Q1	$1.77K	Hold	17	–	–	﹤0.01%	795
2025 Q4	$1.78K	Hold	17	–	–	﹤0.01%	681
2025 Q3	$1.79K	Hold	17	–	–	﹤0.01%	555
2025 Q2	$1.78K	Hold	17	–	–	﹤0.01%	531
2025 Q1	$1.77K	Hold	17	–	–	﹤0.01%	558
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

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

Legacy Wealth Management (Idaho)'s AGGM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026, closing a stake of 17 shares — an estimated $1.77K sold.

Legacy Wealth Management (Idaho) first reported a position in AGGM in Q3 2024 and held it in 7 quarters. The position peaked at $1.79K in Q3 2025. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 17 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $1.77K.
Legacy Wealth Management (Idaho) first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.79K in Q3 2025.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.