Vise Technologies’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Vise Technologies’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	$304K	Buy	+2,923	New	+$303K	﹤0.01%	1442

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

Vise Technologies's AGGM Position: Q2 2026 in Review

Vise Technologies opened a new position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2026: 2,923 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Vise Technologies held 2,923 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $304K as of Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF was a new Vise Technologies position in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1442 holding.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.