Osaic Holdings
AGGM

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

Osaic Holdings’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
Q1 		– Sell
-439
Closed -$46K – 7910
2025
Q4 		$46K Sell
439
-4,666
-91% -$492K ﹤0.01% 5294
2025
Q3 		$535K Sell
5,105
-502
-9% -$52.4K ﹤0.01% 3376
2025
Q2 		$585K Buy
5,607
+546
+11% +$56.3K ﹤0.01% 3002
2025
Q1 		$527K Sell
5,061
-47,320
-90% -$4.87M ﹤0.01% 2823
2024
Q4 		$5.35M Buy
52,381
+5,084
+11% +$528K 0.01% 997
2024
Q3 		$5.05M Sell
47,297
-1,406
-3% -$148K 0.01% 1032
2024
Q2 		$5M Buy
48,703
+19,755
+68% +$2.02M 0.01% 1001
2024
Q1 		$3M Sell
28,948
-98,076
-77% -$10.2M 0.01% 1402
2023
Q4 		$13.4M Sell
127,024
-38,246
-23% -$3.87M 0.02% 654
2023
Q3 		$16.5M Buy
165,270
+148,699
+897% +$15.2M 0.02% 618
2023
Q2 		$1.72M Buy
16,571
+11,238
+211% +$1.18M ﹤0.01% 2010
2023
Q1 		$564K Buy
5,333
+4,672
+707% +$489K ﹤0.01% 2989
2022
Q4 		$67K Sell
661
-319
-33% -$32.7K ﹤0.01% 4723
2022
Q3 		$99K Sell
980
-1,038
-51% -$111K ﹤0.01% 4387
2022
Q2 		$217K Sell
2,018
-103,807
-98% -$11.3M ﹤0.01% 3714
2022
Q1 		$21.8M Buy
105,825
+138
+0.1% +$16.1K 0.04% 400
2021
Q4 		$12.8M Buy
105,687
+2,618
+3% +$319K 0.02% 613
2021
Q3 		$12.6M Buy
103,069
+100,941
+4,743% +$12.4M 0.03% 575
2021
Q2 		$261K Sell
2,128
-91,393
-98% -$11.1M ﹤0.01% 3651
2021
Q1 		$11.2M Buy
93,521
+85,167
+1,019% +$10.4M 0.03% 543
2020
Q4 		$1.05M Buy
8,354
+1,653
+25% +$207K ﹤0.01% 1985
2020
Q3 		$839K Buy
6,701
+290
+5% +$36.6K ﹤0.01% 1979
2020
Q2 		$803K Sell
6,411
-51,380
-89% -$6.35M ﹤0.01% 1920
2020
Q1 		$7.01M Buy
+57,791
New +$6.94M 0.03% 488

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Osaic Holdings's AGGM Position: Q1 2026 in Review

Osaic Holdings sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2026, closing a stake of 439 shares — an estimated $46K sold.

Osaic Holdings first reported a position in AGGM in Q1 2020 and held it in 24 quarters. The position peaked at $21.8M in Q1 2022. 59 funds tracked by Wall St. Rank hold AGGM as of Q1 2026.

  • Osaic Holdings reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 439 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2026, an estimated $46K.
  • Osaic Holdings first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2020 and held it in 24 quarters.
  • Osaic Holdings's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $21.8M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.