Modern Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Modern Wealth 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	$201K	Sell	1,933 -588	-23%	-$61K	﹤0.01%	1040
2026 Q1	$262K	Sell	2,521 -648	-20%	-$68K	﹤0.01%	762
2025 Q4	$332K	Sell	3,169 -539	-15%	-$56.8K	0.01%	655
2025 Q3	$391K	Sell	3,708 -606	-14%	-$63.3K	0.01%	567
2025 Q2	$451K	Sell	4,314 -60	-1%	-$6.19K	0.01%	504
2025 Q1	$455K	Sell	4,374 -23	-0.5%	-$2.37K	0.01%	437
2024 Q4	$449K	Sell	4,397 -286	-6%	-$29.7K	0.02%	380
2024 Q3	$500K	Sell	4,683 -162	-3%	-$17.1K	0.03%	253
2024 Q2	$498K	Sell	4,845 -19,296	-80%	-$1.97M	0.04%	222
2024 Q1	$2.5M	Buy	24,141 +4,073	+20%	+$422K	0.23%	59
2023 Q4	$2.11M	Buy	+20,068	New	+$2.03M	0.27%	37

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

Modern Wealth Management's AGGM Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 23% in Q2 2026, selling an estimated $61K and leaving 1,933 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Modern Wealth Management first reported a position in AGGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q1 2024. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Modern Wealth Management held 1,933 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $201K as of Q2 2026.
Modern Wealth Management sold 588 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $61K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1040 holding.
Modern Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $2.5M in Q1 2024.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.