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Disclosery

AGGM ISHARES TR

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GOV/CRED BD ETF (fund)

74 managers (74 13F filers) reported a position in AGGM shares at 2025-06-30, 1,149,867 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
74
13F filers
74
New
10
Added
15
Reduced
30
Sold out
6
Shares held by filers
1,149,867

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Management186,809$19.5M0.57%+4,15313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY118,094$12.3M<0.01%-10613F-HRTimelineGroup
OneDigital Investment Advisors LLC111,505$11.6M0.13%-13,70813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,819$9.59M<0.01%-2,91413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO89,336$9.33M<0.01%-12,09313F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC75,512$7.89M2.67%-13,94413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75,009$7.83M0.01%-2,57813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,136$4.92M<0.01%+4,07713F-HRTimelineGroup
Sanctuary Advisors, LLC29,720$3.1M0.02%-1,32213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,139$2.83M0.01%-2,59813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,120$2.81M<0.01%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC21,871$2.28M0.66%-75413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,945$2.19M<0.01%-15,65513F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC18,793$1.96M0.36%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,200$1.8M<0.01%+2,35113F-HRTimelineGroup
Biondo Investment Advisors, LLC14,311$1.49M0.2%+43913F-HRTimeline
Beirne Wealth Consulting Services, LLC13,519$1.41M0.46%+8713F-HRTimeline
WESBANCO BANK INC13,204$1.38M0.04%+38713F-HRTimeline
WorthPointe, LLC10,652$1.11M0.47%+3,39513F-HRTimeline
LPL Financial LLC10,234$1.07M<0.01%-1,76613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,239$965K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,814$712K<0.01%+93413F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC6,280$656K0.04%-2,59013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,188$646K<0.01%-53813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,607$585K<0.01%+54613F-HR/ATimelineGroup
MONTAG & CALDWELL, LLC5,237$547K0.12%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,174$540K0.04%+13513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,873$509K<0.01%-105,66713F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.4,703$491K0.09%-1,40113F-HRTimeline
Wilmington Savings Fund Society, FSB4,390$459K0.01%-16513F-HRTimeline
Modern Wealth Management, LLC4,314$451K0.01%-6013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,095$428K0.01%-1,12513F-HRTimeline
TSA Wealth Managment LLC4,022$420K0.15%-36413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,959$413K<0.01%+44813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,937$411K0.04%013F-HRTimeline
5T Wealth, LLC3,851$402K0.2%-1413F-HRTimeline
UBS Group AGin group UBS Group AG3,823$399K<0.01%-28313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,624$378K<0.01%-70813F-HR/ATimelineGroup
Cypress Wealth Services, LLC3,576$373K0.07%-18013F-HRTimeline
DAVENPORT & Co LLC3,417$357K<0.01%+3213F-HRTimeline
KICKSTAND VENTURES, LLC.3,306$345K0.08%-14313F-HRTimeline
Shared Vision Wealth Group LLC3,211$333K0.17%-12913F-HRTimeline
Integrated Wealth Concepts LLC2,969$310K<0.01%-22013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,655$277K<0.01%+4113F-HRTimelineGroup
AMG National Trust Bank2,450$256K0.01%013F-HRTimeline
Sigma Planning Corp2,300$240K0.01%new13F-HRTimeline
Csenge Advisory Group2,238$231K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,204$230K<0.01%-93013F-HRTimelineGroup
First National Trust Co2,000$209K0.01%new13F-HRTimeline
Focus Financial Network, Inc.1,941$203K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,521$159K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,498$156K0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,389$145K<0.01%-80113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL710$74.2K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST545$56.9K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…495$51.7K<0.01%013F-HRTimeline
Park Place Capital Corp305$31.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/173$18.1K<0.01%+113F-HRTimelineGroup
Global Retirement Partners, LLC153$16K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC130$13.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC112$11.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC77$8.04K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC66$6.9K<0.01%-713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.65$6.79K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC60$6.27K<0.01%013F-HRTimeline
Smithfield Trust Co53$6K<0.01%new13F-HRTimeline
TSFG, LLC52$5K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP43$4.49K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.39$4.06K<0.01%013F-HRTimeline
AE Wealth Management LLC20$2.09K<0.01%-1013F-HRTimeline
Legacy Investment Solutions, LLC17$1.78K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.78K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC2$183<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.