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Disclosery

AGGM ISHARES TR

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GOV/CRED BD ETF (fund)

59 managers (59 13F filers) reported a position in AGGM shares at 2026-06-30, 1,006,503 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
59
13F filers
59
New
5
Added
23
Reduced
23
Sold out
6
Shares held by filers
1,006,503

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Destination Wealth Management210,294$21.8M0.51%+68013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO185,062$19.3M<0.01%+91,62113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/117,295$12.2M<0.01%+3,68513F-HRTimelineGroup
OneDigital Investment Advisors LLC95,301$9.89M0.08%-11,27613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,212$4.38M<0.01%+18,71213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31,949$3.32M<0.01%-71213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,832$2.96M<0.01%-1,09813F-HRTimeline
KELLY FINANCIAL GROUP LLC28,342$2.94M0.65%+3,91913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,026$2.7M0.01%-1,36413F-HRTimelineGroup
Sanctuary Advisors, LLC25,406$2.64M0.01%-1,02413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,595$2.14M<0.01%+1,36413F-HRTimelineGroup
Biondo Investment Advisors, LLC18,091$1.88M0.23%+1,34713F-HRTimeline
WESBANCO BANK INC14,503$1.51M0.04%+98913F-HRTimeline
Beirne Wealth Consulting Services, LLC14,469$1.5M0.3%-1,10713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,673$1.21M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,024$1.04M<0.01%-1,00413F-HRTimelineGroup
LPL Financial LLC9,744$1.01M<0.01%+17713F-HRTimeline
Cetera Investment Advisers8,478$880K<0.01%-26013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC7,008$728K0.12%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,693$695K0.02%new13F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC6,353$660K0.16%+3,05713F-HRTimeline
Prime Capital Investment Advisors, LLC6,096$633K0.01%+3,49113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,275$548K<0.01%-4613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,704$488K0.03%+3513F-HRTimeline
DAVENPORT & Co LLC4,590$477K<0.01%+10313F-HRTimeline
WorthPointe, LLC4,560$473K0.12%-28613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,970$412K0.01%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,937$409K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG3,826$397K<0.01%+313F-HRTimelineGroup
Sigma Planning Corp3,812$396K0.01%+54013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,750$389K<0.01%+14713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,695$384K<0.01%+24513F-HRTimelineGroup
AMG National Trust Bank3,590$373K0.01%-24513F-HRTimeline
TSA Wealth Managment LLC3,208$333K0.09%-30813F-HRTimeline
Procyon Advisors, LLC3,048$316K0.01%-22113F-HRTimeline
Integrated Wealth Concepts LLC2,938$305K<0.01%+26413F-HRTimeline
Vise Technologies, Inc.2,923$304K<0.01%new13F-HRTimeline
5T Wealth, LLC2,885$300K0.11%-56413F-HRTimeline
NewEdge Advisors, LLC2,711$281K<0.01%new13F-HRTimeline
KICKSTAND VENTURES, LLC.2,169$225K0.04%-78313F-HRTimeline
Csenge Advisory Group2,127$221K0.01%-7413F-HRTimeline
Shared Vision Wealth Group LLC2,096$218K0.07%013F-HRTimeline
Farther Finance Advisors, LLC2,082$216K<0.01%+95513F-HRTimeline
Modern Wealth Management, LLC1,933$201K<0.01%-58813F-HRTimeline
Wilmington Savings Fund Society, FSB1,690$175K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,327$138K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,190$124K<0.01%-37613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,034$108K<0.01%+4713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC955$99.2K<0.01%+5913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…457$47.4K<0.01%-2,22213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/412$42.8K<0.01%-1113F-HRTimelineGroup
FIRST UNITED BANK & TRUST340$35.3K0.01%-3513F-HRTimeline
BLAIR WILLIAM & CO/IL270$28K<0.01%-5313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…165$17.1K<0.01%+15013F-HRTimelineGroup
Global Retirement Partners, LLC133$13.8K<0.01%13F-HRTimeline
CoreCap Advisors, LLC112$11.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC69$7.15K<0.01%+1013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.65$6.75K<0.01%013F-HRTimeline
AE Wealth Management LLC9$934<0.01%-913F-HRTimeline