PS
AGGM

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

Principal Securities’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
Q2 		– Sell
-272
Closed -$27.8K – 3763
2025
Q1 		$27.8K Hold
272
– – ﹤0.01% 2026
2024
Q4 		$27.8K Buy
272
+38
+16% +$3.95K ﹤0.01% 2022
2024
Q3 		$25K Buy
234
+1
+0.4% +$105 ﹤0.01% 2012
2024
Q2 		$23.9K Hold
233
– – ﹤0.01% 1978
2024
Q1 		$24.1K Sell
233
-2
-0.9% -$207 ﹤0.01% 1915
2023
Q4 		$24.7K Buy
+235
New +$23.8K ﹤0.01% 1814

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Principal Securities's AGGM Position: Q2 2025 in Review

Principal Securities sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2025, closing a stake of 272 shares — an estimated $27.8K sold.

Principal Securities first reported a position in AGGM in Q4 2023 and held it in 6 quarters. The position peaked at $27.8K in Q1 2025. 73 funds tracked by Wall St. Rank hold AGGM as of Q2 2025.

  • Principal Securities reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 272 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2025, an estimated $27.8K.
  • Principal Securities first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Principal Securities's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $27.8K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.