Raymond James Financial
AGGM

Raymond James Financial’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-1,389
Closed -$145K – 5641
2025
Q2 		$145K Sell
1,389
-801
-37% -$82.7K ﹤0.01% 4681
2025
Q1 		$228K Buy
2,190
+40
+2% +$4.12K ﹤0.01% 4348
2024
Q4 		$220K Buy
+2,150
New +$223K ﹤0.01% 4356

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
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
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

Raymond James Financial's AGGM Position: Q3 2025 in Review

Raymond James Financial sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2025, closing a stake of 1,389 shares — an estimated $145K sold.

Raymond James Financial first reported a position in AGGM in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q1 2025. 63 funds tracked by Wall St. Rank hold AGGM as of Q3 2025.

  • Raymond James Financial reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,389 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2025, an estimated $145K.
  • Raymond James Financial first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $228K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.