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Disclosery

AGGM ISHARES TR

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GOV/CRED BD ETF (fund)

69 managers (69 13F filers) reported a position in AGGM shares at 2025-03-31, 1,308,436 shares in all. 2 filers opened a position and 11 filers sold out during the quarter.

Managers
69
13F filers
69
New
2
Added
18
Reduced
34
Sold out
11
Shares held by filers
1,308,436

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Management182,656$19M0.6%+5,97513F-HRTimeline
OneDigital Investment Advisors LLC125,213$13M0.15%-6,39913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY118,200$12.3M<0.01%-7,40313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…110,540$11.5M0.02%+78,65613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,429$10.6M<0.01%+35513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,733$9.87M<0.01%-18,85013F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC89,456$9.33M3.62%+60,51313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\77,587$8.08M0.01%-14,45513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,059$4.48M<0.01%+28,44813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,600$3.81M0.01%+8,07113F-HR/ATimelineGroup
Sanctuary Advisors, LLC31,042$3.23M0.02%-48413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…29,737$3.1M0.01%-6,17613F-HRTimelineGroup
Marcum Wealth, LLC27,787$2.89M0.25%013F-HRTimeline
KELLY FINANCIAL GROUP LLC22,625$2.36M0.74%-1,03413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,849$1.55M<0.01%+1,13213F-HRTimelineGroup
Biondo Investment Advisors, LLC13,872$1.44M0.21%+2,42713F-HRTimeline
Beirne Wealth Consulting Services, LLC13,432$1.4M0.5%-89613F-HRTimeline
WESBANCO BANK INC12,817$1.33M0.05%-1,28213F-HRTimeline
LPL Financial LLC12,000$1.25M<0.01%+58913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,751$1.12M0.07%-20013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC8,870$924K0.06%-1,98513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,360$767K<0.01%-1,69113F-HRTimelineGroup
WorthPointe, LLC7,257$756K0.34%+3,33213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,116$741K0.06%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,726$700K<0.01%+2,73713F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.6,104$636K0.13%-81813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,880$612K-19,258Timeline
MONTAG & CALDWELL, LLC5,237$545K0.13%-4813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,220$544K0.01%-12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,061$527K<0.01%-47,32013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,039$523K0.05%+2613F-HR/ATimeline
Wilmington Savings Fund Society, FSB4,555$474K0.01%013F-HRTimeline
TSA Wealth Managment LLC4,386$457K0.18%-1,09613F-HRTimeline
Modern Wealth Management, LLC4,374$455K0.01%-2313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,332$451K<0.01%-10513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG4,106$428K<0.01%-14513F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.3,937$410K0.04%013F-HRTimeline
5T Wealth, LLC3,865$403K0.23%-2,00013F-HRTimeline
Cypress Wealth Services, LLC3,756$391K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,511$366K<0.01%+5813F-HRTimeline
KICKSTAND VENTURES, LLC.3,449$359K0.09%-35313F-HRTimeline
DAVENPORT & Co LLC3,385$353K<0.01%-11413F-HRTimeline
Shared Vision Wealth Group LLC3,340$348K0.19%-113F-HRTimeline
Integrated Wealth Concepts LLC3,189$332K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,134$326K<0.01%-348,14613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,614$272K<0.01%+913F-HRTimelineGroup
AMG National Trust Bank2,450$255K0.01%013F-HRTimeline
Csenge Advisory Group2,238$231K0.01%-9,52413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,190$228K<0.01%+4013F-HRTimelineGroup
Signal Advisors Wealth, LLC2,151$224K0.02%-76813F-HRTimeline
Foguth Wealth Management, LLC.2,151$224K0.05%-19213F-HRTimeline
BLAIR WILLIAM & CO/IL710$73.9K<0.01%-23213F-HRTimeline
FIRST UNITED BANK & TRUST545$56.8K0.02%-10413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…495$51.6K<0.01%013F-HRTimeline
Park Place Capital Corp305$31.8K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC272$27.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/172$17.9K<0.01%+113F-HRTimelineGroup
CoreCap Advisors, LLC112$11.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC77$8.02K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC73$7.6K<0.01%+5413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.65$6.77K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC60$6.25K<0.01%new13F-HRTimeline
TSFG, LLC51$5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP43$4.48K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.39$4.02K<0.01%+113F-HRTimeline
AE Wealth Management LLC30$3.12K<0.01%-13913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.77K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC2$183<0.01%-1313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.