PA
AGGM

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

Procyon 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 		$316K Sell
3,048
-221
-7% -$22.9K 0.01% 451
2026
Q1 		$341K Sell
3,269
-473
-13% -$49.6K 0.02% 425
2025
Q4 		$392K Sell
3,742
-246
-6% -$25.9K 0.02% 371
2025
Q3 		$420K Buy
+3,988
New +$416K 0.02% 342

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 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

Procyon Advisors's AGGM Position: Q2 2026 in Review

Procyon Advisors reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 6.8% in Q2 2026, selling an estimated $22.9K and leaving 3,048 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #451.

Procyon Advisors first reported a position in AGGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $420K in Q3 2025. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

  • Procyon Advisors held 3,048 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $316K as of Q2 2026.
  • Procyon Advisors sold 221 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $22.9K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #451 holding.
  • Procyon Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Procyon Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $420K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.