UFPG
AGGM

United Financial Planning Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

United Financial Planning 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
2025
Q4 		– Sell
-361
Closed -$8.36K – 493
2025
Q3 		$8.36K Buy
+361
New +$37.7K 0.01% 162

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

United Financial Planning Group's AGGM Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2025, closing a stake of 361 shares — an estimated $8.36K sold.

United Financial Planning Group first reported a position in AGGM in Q3 2025 and held it in 1 quarter. The position peaked at $8.36K in Q3 2025. 61 funds tracked by Wall St. Rank hold AGGM as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 361 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2025, an estimated $8.36K.
  • United Financial Planning Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $8.36K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.