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

OneDigital Investment 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	$9.89M	Sell	95,301 -11,276	-11%	-$1.17M	0.08%	204
2026 Q1	$11.1M	Buy	106,577 +2,059	+2%	+$216K	0.11%	163
2025 Q4	$10.9M	Sell	104,518 -1,921	-2%	-$203K	0.11%	162
2025 Q3	$11.2M	Sell	106,439 -5,066	-5%	-$529K	0.12%	157
2025 Q2	$11.6M	Sell	111,505 -13,708	-11%	-$1.41M	0.13%	143
2025 Q1	$13M	Sell	125,213 -6,399	-5%	-$659K	0.15%	129
2024 Q4	$13.5M	Sell	131,612 -3,039	-2%	-$316K	0.16%	124
2024 Q3	$14.4M	Sell	134,651 -11,022	-8%	-$1.16M	0.16%	114
2024 Q2	$15M	Sell	145,673 -7,130	-5%	-$728K	0.19%	99
2024 Q1	$15.8M	Sell	152,803 -959	-0.6%	-$99.4K	0.25%	89
2023 Q4	$16.2M	Sell	153,762 -34,192	-18%	-$3.46M	0.28%	76
2023 Q3	$18.8M	Buy	187,954 +182,159	+3,143%	+$18.6M	0.41%	56
2023 Q2	$603K	Buy	+5,795	New	+$608K	0.01%	572

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OneDigital Investment Advisors's AGGM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 11% in Q2 2026, selling an estimated $1.17M and leaving 95,301 shares worth $9.89M. The position accounts for 0.08% of the portfolio, ranked #204.

OneDigital Investment Advisors first reported a position in AGGM in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.8M in Q3 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

OneDigital Investment Advisors held 95,301 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $9.89M as of Q2 2026.
OneDigital Investment Advisors sold 11,276 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $1.17M.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.08% of OneDigital Investment Advisors's portfolio in Q2 2026, its #204 holding.
OneDigital Investment Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
OneDigital Investment Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $18.8M in Q3 2023.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.