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

WorthPointe’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	$473K	Sell	4,560 -286	-6%	-$29.7K	0.12%	76
2026 Q1	$505K	Sell	4,846 -1,563	-24%	-$164K	0.14%	77
2025 Q4	$671K	Sell	6,409 -4,379	-41%	-$462K	0.18%	72
2025 Q3	$1.14M	Buy	10,788 +136	+1%	+$14.2K	0.43%	35
2025 Q2	$1.11M	Buy	10,652 +3,395	+47%	+$350K	0.47%	30
2025 Q1	$756K	Buy	7,257 +3,332	+85%	+$343K	0.34%	35
2024 Q4	$401K	Buy	+3,925	New	+$408K	0.16%	60

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

WorthPointe's AGGM Position: Q2 2026 in Review

WorthPointe reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 5.9% in Q2 2026, selling an estimated $29.7K and leaving 4,560 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #76.

WorthPointe first reported a position in AGGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

WorthPointe held 4,560 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $473K as of Q2 2026.
WorthPointe sold 286 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $29.7K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.12% of WorthPointe's portfolio in Q2 2026, its #76 holding.
WorthPointe first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
WorthPointe's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.14M in Q3 2025.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.