O'Shaughnessy Asset Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

O'Shaughnessy Asset Management’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	$138K	Buy	+1,327	New	+$138K	﹤0.01%	2110
2022 Q2	–	Sell	-301	Closed	-$34K	–	1294
2022 Q1	$34K	Buy	+301	New	+$35.2K	﹤0.01%	1188

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

O'Shaughnessy Asset Management's AGGM Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026: 1,327 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in AGGM as recently as Q1 2022.

O'Shaughnessy Asset Management first reported a position in AGGM in Q1 2022 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

O'Shaughnessy Asset Management held 1,327 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $138K as of Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2110 holding.
O'Shaughnessy Asset Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.