NewEdge Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

NewEdge Advisors’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	$281K	Buy	+2,711	New	+$281K	﹤0.01%	2540
2016 Q2	–	Sell	-8,681	Closed	-$994K	–	161
2016 Q1	$994K	Buy	8,681 +3,658	+73%	+$415K	0.83%	35
2015 Q4	$559K	Buy	5,023 +1,924	+62%	+$217K	0.46%	47
2015 Q3	$352K	Buy	+3,099	New	+$350K	0.38%	47

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

NewEdge Advisors's AGGM Position: Q2 2026 in Review

NewEdge Advisors opened a new position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026: 2,711 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #2540 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in AGGM as recently as Q1 2016.

NewEdge Advisors first reported a position in AGGM in Q3 2015 and has held it in 4 quarters since. The position peaked at $994K in Q1 2016. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

NewEdge Advisors held 2,711 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $281K as of Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF was a new NewEdge Advisors position in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2540 holding.
NewEdge Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2015 and has held it in 4 quarters since.
NewEdge Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $994K in Q1 2016.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.