William Blair & Company
AGGM

William Blair & Company’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

William Blair & Company’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 		$28K Sell
270
-53
-16% -$5.5K ﹤0.01% 1828
2026
Q1 		$33.6K Sell
323
-117
-27% -$12.3K ﹤0.01% 1739
2025
Q4 		$46.1K Sell
440
-128
-23% -$13.5K ﹤0.01% 1664
2025
Q3 		$59.8K Sell
568
-142
-20% -$14.8K ﹤0.01% 1616
2025
Q2 		$74.2K Hold
710
– – ﹤0.01% 1561
2025
Q1 		$73.9K Sell
710
-232
-25% -$23.9K ﹤0.01% 1540
2024
Q4 		$96.3K Hold
942
– – ﹤0.01% 1530
2024
Q3 		$101K Hold
942
– – ﹤0.01% 1539
2024
Q2 		$96.8K Sell
942
-39
-4% -$3.98K ﹤0.01% 1514
2024
Q1 		$102K Sell
981
-6
-0.6% -$622 ﹤0.01% 1505
2023
Q4 		$104K Buy
987
+251
+34% +$25.4K ﹤0.01% 1501
2023
Q3 		$73.6K Buy
736
+466
+173% +$47.7K ﹤0.01% 1543
2023
Q2 		$28.1K Hold
270
– – ﹤0.01% 1666
2023
Q1 		$28.6K Hold
270
– – ﹤0.01% 1653
2022
Q4 		$27.7K Hold
270
– – ﹤0.01% 1646
2022
Q3 		$28K Sell
270
-70
-21% -$7.48K ﹤0.01% 1664
2022
Q2 		$37K Hold
340
– – ﹤0.01% 1656
2022
Q1 		$39K Buy
340
+70
+26% +$8.18K ﹤0.01% 1738
2021
Q4 		$33K Hold
270
– – ﹤0.01% 1809
2021
Q3 		$33K Sell
270
-120
-31% -$14.8K ﹤0.01% 1724
2021
Q2 		$48K Buy
390
+120
+44% +$14.5K ﹤0.01% 1697
2021
Q1 		$32K Sell
270
-100
-27% -$12.2K ﹤0.01% 1710
2020
Q4 		$47K Buy
370
+100
+37% +$12.5K ﹤0.01% 1636
2020
Q3 		$34K Hold
270
– – ﹤0.01% 1535
2020
Q2 		$34K Hold
270
– – ﹤0.01% 1482
2020
Q1 		$33K Buy
+270
New +$32.4K ﹤0.01% 1433
2019
Q3 		– Sell
-23
Closed -$3K – 1716
2019
Q2 		$3K Buy
+23
New +$2.62K ﹤0.01% 1694

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

William Blair & Company's AGGM Position: Q2 2026 in Review

William Blair & Company reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 16% in Q2 2026, selling an estimated $5.5K and leaving 270 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

William Blair & Company first reported a position in AGGM in Q2 2019 and has held it in 27 quarters since. The position peaked at $104K in Q4 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

  • William Blair & Company held 270 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $28K as of Q2 2026.
  • William Blair & Company sold 53 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $5.5K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1828 holding.
  • William Blair & Company first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • William Blair & Company's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $104K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.