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

Toth Financial Advisory’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 Q1	–	Sell	-43	Closed	-$4.5K	–	966
2025 Q4	$4.5K	Hold	43	–	–	﹤0.01%	646
2025 Q3	$4.53K	Hold	43	–	–	﹤0.01%	620
2025 Q2	$4.49K	Hold	43	–	–	﹤0.01%	569
2025 Q1	$4.48K	Hold	43	–	–	﹤0.01%	532
2024 Q4	$4.4K	Hold	43	–	–	﹤0.01%	522
2024 Q3	$4.59K	Hold	43	–	–	﹤0.01%	529
2024 Q2	$4.42K	Hold	43	–	–	﹤0.01%	538
2024 Q1	$4.45K	Hold	43	–	–	﹤0.01%	534
2023 Q4	$4.53K	Hold	43	–	–	﹤0.01%	544
2023 Q3	$4.3K	Hold	43	–	–	﹤0.01%	549
2023 Q2	$4.47K	Hold	43	–	–	﹤0.01%	563
2023 Q1	$4.55K	Hold	43	–	–	﹤0.01%	551
2022 Q4	$4.41K	Hold	43	–	–	﹤0.01%	517
2022 Q3	$4K	Hold	43	–	–	﹤0.01%	570
2022 Q2	$5K	Hold	43	–	–	﹤0.01%	506
2022 Q1	$5K	Hold	43	–	–	﹤0.01%	535
2021 Q4	$5K	Hold	43	–	–	﹤0.01%	562
2021 Q3	$5K	Hold	43	–	–	﹤0.01%	553
2021 Q2	$5K	Hold	43	–	–	﹤0.01%	505
2021 Q1	$5K	Hold	43	–	–	﹤0.01%	513
2020 Q4	$5K	Sell	43 -12	-22%	-$1.5K	﹤0.01%	459
2020 Q3	$7K	Hold	55	–	–	﹤0.01%	399
2020 Q2	$7K	Hold	55	–	–	﹤0.01%	382
2020 Q1	$7K	Hold	55	–	–	﹤0.01%	302
2019 Q4	$6K	Hold	55	–	–	﹤0.01%	347
2019 Q3	$7K	Hold	55	–	–	﹤0.01%	338
2019 Q2	$6K	Hold	55	–	–	﹤0.01%	359
2019 Q1	$6K	Hold	55	–	–	﹤0.01%	332
2018 Q4	$6K	Hold	55	–	–	﹤0.01%	315
2018 Q3	$6K	Hold	55	–	–	﹤0.01%	346
2018 Q2	$6K	Hold	55	–	–	﹤0.01%	344
2018 Q1	$6K	Hold	55	–	–	﹤0.01%	350
2017 Q4	$6K	Buy	+55	New	+$6.28K	﹤0.01%	351

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Toth Financial Advisory's AGGM Position: Q1 2026 in Review

Toth Financial Advisory sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2026, closing a stake of 43 shares — an estimated $4.5K sold.

Toth Financial Advisory first reported a position in AGGM in Q4 2017 and held it in 33 quarters. The position peaked at $7K in Q3 2020. 59 funds tracked by Wall St. Rank hold AGGM as of Q1 2026.

Toth Financial Advisory reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 43 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2026, an estimated $4.5K.
Toth Financial Advisory first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2017 and held it in 33 quarters.
Toth Financial Advisory's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $7K in Q3 2020.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.