NEWAS
AGGM

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

N.E.W. 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
2025
Q3 		– Sell
-60
Closed -$6.27K – 852
2025
Q2 		$6.27K Hold
60
– – ﹤0.01% 626
2025
Q1 		$6.25K Buy
+60
New +$6.18K ﹤0.01% 683

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

N.E.W. Advisory Services's AGGM Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2025, closing a stake of 60 shares — an estimated $6.27K sold.

N.E.W. Advisory Services first reported a position in AGGM in Q1 2025 and held it in 2 quarters. The position peaked at $6.27K in Q2 2025. 63 funds tracked by Wall St. Rank hold AGGM as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 60 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2025, an estimated $6.27K.
  • N.E.W. Advisory Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $6.27K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.