Sigma Planning Corp
AGGM icon

Sigma Planning Corp’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Sigma Planning Corp’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
Q3 		$475K Buy
4,772
+960
+25% +$97.8K 0.01% 864
2026
Q2 		$396K Buy
3,812
+540
+17% +$56K 0.01% 1022
2026
Q1 		$341K Hold
3,272
– – 0.01% 998
2025
Q4 		$343K Sell
3,272
-22
-0.7% -$2.32K 0.01% 959
2025
Q3 		$347K Buy
3,294
+994
+43% +$104K 0.01% 977
2025
Q2 		$240K Buy
+2,300
New +$237K 0.01% 1085
2024
Q4 		– Sell
-2,632
Closed -$281K – 1201
2024
Q3 		$281K Buy
2,632
+9
+0.3% +$948 0.01% 982
2024
Q2 		$269K Buy
2,623
+10
+0.4% +$1.02K 0.01% 966
2024
Q1 		$271K Buy
+2,613
New +$271K 0.01% 1006
2023
Q4 		– Sell
-2,595
Closed -$260K – 973
2023
Q3 		$260K Buy
2,595
+56
+2% +$5.73K 0.01% 982
2023
Q2 		$264K Buy
2,539
+21
+0.8% +$2.2K 0.01% 989
2023
Q1 		$266K Sell
2,518
-8
-0.3% -$837 0.01% 1043
2022
Q4 		$259K Sell
2,526
-1,700
-40% -$174K 0.01% 1026
2022
Q3 		$431K Buy
+4,226
New +$451K 0.02% 792

Other funds holding AGGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Biondo Investment Advisors
Biondo Investment Advisors Milford, Pennsylvania $840M AUM 18.86% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Sigma Planning Corp's AGGM Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 25% in Q3 2026, buying an estimated $97.8K and bringing the position to 4,772 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #864.

Sigma Planning Corp first reported a position in AGGM in Q3 2022 and has held it in 14 quarters since. 48 funds tracked by Wall St. Rank hold AGGM as of Q3 2026.

  • Sigma Planning Corp held 4,772 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $475K as of Q3 2026.
  • Sigma Planning Corp bought 960 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2026, an estimated $97.8K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #864 holding.
  • Sigma Planning Corp first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.