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

Twin Peaks Wealth 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	–	Sell	-816	Closed	-$85K	–	989
2026 Q1	$85K	Buy	+816	New	+$85.6K	0.02%	317
2025 Q3	–	Sell	-130	Closed	-$13.5K	–	918
2025 Q2	$13.5K	Buy	+130	New	+$13.4K	﹤0.01%	776

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

Twin Peaks Wealth Advisors's AGGM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026, closing a stake of 816 shares — an estimated $85K sold.

Twin Peaks Wealth Advisors first reported a position in AGGM in Q2 2025 and held it in 2 quarters. The position peaked at $85K in Q1 2026. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 816 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $85K.
Twin Peaks Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $85K in Q1 2026.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.