Shared Vision Wealth Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Shared Vision Wealth Group’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	$218K	Hold	2,096	–	–	0.07%	107
2026 Q1	$218K	Sell	2,096 -600	-22%	-$63K	0.09%	93
2025 Q4	$284K	Sell	2,696 -237	-8%	-$25K	0.11%	82
2025 Q3	$312K	Sell	2,933 -278	-9%	-$29K	0.13%	75
2025 Q2	$333K	Sell	3,211 -129	-4%	-$13.3K	0.17%	61
2025 Q1	$348K	Sell	3,340 -1	-0%	-$103	0.19%	58
2024 Q4	$342K	Sell	3,341 -408	-11%	-$42.4K	0.18%	56
2024 Q3	$401K	Hold	3,749	–	–	0.21%	51
2024 Q2	$385K	Sell	3,749 -1,173	-24%	-$120K	0.22%	54
2024 Q1	$510K	Hold	4,922	–	–	0.32%	43
2023 Q4	$518K	Buy	+4,922	New	+$498K	0.35%	39

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

Shared Vision Wealth Group's AGGM Position: Q2 2026 in Review

Shared Vision Wealth Group held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q2 2026 at 2,096 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #107.

Shared Vision Wealth Group first reported a position in AGGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q4 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Shared Vision Wealth Group held 2,096 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $218K as of Q2 2026.
Shared Vision Wealth Group left its iShares 1-10 Year U.S. Aggregate Bond ETF share count unchanged in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #107 holding.
Shared Vision Wealth Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $518K in Q4 2023.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.