WCWM
AGGM

Wooster Corthell Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Wooster Corthell Wealth Management’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
Q2 		$491K Sell
4,703
-1,401
-23% -$145K 0.09% 56
2025
Q1 		$636K Sell
6,104
-818
-12% -$84.3K 0.13% 54
2024
Q4 		$708K Sell
6,922
-195
-3% -$20.3K 0.15% 42
2024
Q3 		$760K Sell
7,117
-486
-6% -$51.2K 0.16% 43
2024
Q2 		$781K Sell
7,603
-351
-4% -$35.8K 0.18% 42
2024
Q1 		$824K Sell
7,954
-610
-7% -$63.3K 0.19% 41
2023
Q4 		$901K Sell
8,564
-317
-4% -$32.1K 0.22% 40
2023
Q3 		$889K Sell
8,881
-601
-6% -$61.5K 0.23% 39
2023
Q2 		$986K Sell
9,482
-321
-3% -$33.7K 0.25% 39
2023
Q1 		$1.04M Sell
9,803
-203
-2% -$21.2K 0.28% 37
2022
Q4 		$1.03M Buy
10,006
+156
+2% +$16K 0.29% 35
2022
Q3 		$1M Buy
9,850
+282
+3% +$30.1K 0.3% 31
2022
Q2 		$1.03M Sell
9,568
-596
-6% -$64.8K 0.29% 31
2022
Q1 		$1.15M Buy
10,164
+340
+3% +$39.7K 0.29% 30
2021
Q4 		$1.19M Sell
9,824
-52
-0.5% -$6.33K 0.28% 29
2021
Q3 		$1.2M Sell
9,876
-324
-3% -$39.9K 0.3% 28
2021
Q2 		$1.25M Sell
10,200
-81
-0.8% -$9.82K 0.31% 28
2021
Q1 		$1.23M Buy
10,281
+11
+0.1% +$1.35K 0.34% 29
2020
Q4 		$1.29M Sell
10,270
-544
-5% -$68.1K 0.37% 26
2020
Q3 		$1.35M Sell
10,814
-564
-5% -$71.1K 0.44% 24
2020
Q2 		$1.43M Buy
11,378
+454
+4% +$56.1K 0.49% 24
2020
Q1 		$1.32M Buy
+10,924
New +$1.31M 0.53% 24

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wooster Corthell Wealth Management's AGGM Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 23% in Q2 2025, selling an estimated $145K and leaving 4,703 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #56.

Wooster Corthell Wealth Management first reported a position in AGGM in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q2 2020. 73 funds tracked by Wall St. Rank hold AGGM as of Q2 2025.

  • Wooster Corthell Wealth Management held 4,703 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $491K as of Q2 2025.
  • Wooster Corthell Wealth Management sold 1,401 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2025, an estimated $145K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.09% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #56 holding.
  • Wooster Corthell Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Wooster Corthell Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.43M in Q2 2020.
  • 73 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.