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

Sanctuary 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	$2.64M	Sell	25,406 -1,024	-4%	-$106K	0.01%	893
2026 Q1	$2.75M	Sell	26,430 -703	-3%	-$73.8K	0.01%	783
2025 Q4	$2.84M	Sell	27,133 -1,729	-6%	-$182K	0.02%	754
2025 Q3	$3.04M	Sell	28,862 -858	-3%	-$89.6K	0.02%	707
2025 Q2	$3.1M	Sell	29,720 -1,322	-4%	-$136K	0.02%	668
2025 Q1	$3.23M	Sell	31,042 -484	-2%	-$49.9K	0.02%	610
2024 Q4	$3.24M	Sell	31,526 -462	-1%	-$48K	0.02%	678
2024 Q3	$3.3M	Sell	31,988 -1,934	-6%	-$204K	0.02%	667
2024 Q2	$3.42M	Buy	+33,922	New	+$3.46M	0.02%	595

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors's AGGM Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 3.9% in Q2 2026, selling an estimated $106K and leaving 25,406 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #893.

Sanctuary Advisors first reported a position in AGGM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.42M in Q2 2024. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Sanctuary Advisors held 25,406 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $2.64M as of Q2 2026.
Sanctuary Advisors sold 1,024 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $106K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #893 holding.
Sanctuary Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3.42M in Q2 2024.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.