Wealth Enhancement Advisory Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Wealth Enhancement Advisory Services’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	$2.96M	Sell	28,832 -1,098	-4%	-$114K	0.01%	1327
2026 Q1	$3.11M	Buy	29,930 +2,810	+10%	+$295K	0.01%	1157
2025 Q4	$2.85M	Hold	27,120	–	–	﹤0.01%	1329
2025 Q3	$2.85M	Hold	27,120	–	–	﹤0.01%	1248
2025 Q2	$2.81M	Buy	+27,120	New	+$2.8M	﹤0.01%	1192

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's AGGM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 3.7% in Q2 2026, selling an estimated $114K and leaving 28,832 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1327.

Wealth Enhancement Advisory Services first reported a position in AGGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.11M in Q1 2026. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Wealth Enhancement Advisory Services held 28,832 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $2.96M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,098 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $114K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1327 holding.
Wealth Enhancement Advisory Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3.11M 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.