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 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

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

Sigma Planning Corp's AGGM Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 17% in Q2 2026, buying an estimated $56K and bringing the position to 3,812 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1022.

Sigma Planning Corp first reported a position in AGGM in Q3 2022 and has held it in 13 quarters since. The position peaked at $431K in Q3 2022. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Sigma Planning Corp held 3,812 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $396K as of Q2 2026.
Sigma Planning Corp bought 540 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $56K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1022 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 13 quarters since.
Sigma Planning Corp's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $431K in Q3 2022.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.