MC
AGGM

Montag & Caldwell’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Montag & Caldwell’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 		$547K Hold
5,237
– – 0.12% 70
2025
Q1 		$545K Sell
5,237
-48
-0.9% -$4.94K 0.13% 70
2024
Q4 		$540K Buy
+5,285
New +$549K 0.12% 69

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

Montag & Caldwell's AGGM Position: Q2 2025 in Review

Montag & Caldwell held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q2 2025 at 5,237 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #70.

Montag & Caldwell first reported a position in AGGM in Q4 2024 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold AGGM as of Q2 2025.

  • Montag & Caldwell held 5,237 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $547K as of Q2 2025.
  • Montag & Caldwell left its iShares 1-10 Year U.S. Aggregate Bond ETF share count unchanged in Q2 2025.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.12% of Montag & Caldwell's portfolio in Q2 2025, its #70 holding.
  • Montag & Caldwell first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 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 Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.