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Disclosery

AGGM ISHARES TR

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GOV/CRED BD ETF (fund)

63 managers (63 13F filers) reported a position in AGGM shares at 2025-09-30, 1,079,677 shares in all. 3 filers opened a position and 10 filers sold out during the quarter.

Managers
63
13F filers
63
New
3
Added
23
Reduced
24
Sold out
10
Shares held by filers
1,079,677

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Management191,932$20.2M0.56%+5,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY120,443$12.7M<0.01%+2,34913F-HR/ATimelineGroup
OneDigital Investment Advisors LLC106,439$11.2M0.12%-5,06613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/104,384$11M<0.01%+12,56513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93,387$9.84M<0.01%+4,05113F-HR/ATimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC68,042$7.17M2.2%-7,47013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,553$4.8M0.01%+24,60813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\32,566$3.43M<0.01%-42,44313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…30,402$3.2M0.01%+3,26313F-HRTimelineGroup
Sanctuary Advisors, LLC28,862$3.04M0.02%-85813F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,120$2.85M<0.01%013F-HRTimeline
KELLY FINANCIAL GROUP LLC23,304$2.46M0.65%+1,43313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,810$1.88M<0.01%+61013F-HRTimelineGroup
Biondo Investment Advisors, LLC15,077$1.59M0.2%+76613F-HRTimeline
WESBANCO BANK INC13,785$1.45M0.04%+58113F-HRTimeline
Beirne Wealth Consulting Services, LLC13,521$1.42M0.34%+213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,172$1.18M<0.01%+6,29913F-HRTimelineGroup
WorthPointe, LLC10,788$1.14M0.43%+13613F-HRTimeline
LPL Financial LLC10,263$1.08M<0.01%+2913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,371$882K<0.01%-38,76513F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC7,008$738K0.12%-11,78513F-HRTimeline
Cetera Investment Advisers6,950$732K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,895$726K<0.01%+8113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,105$535K<0.01%-50213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,735$499K0.04%-43913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,095$431K0.01%013F-HRTimeline
Procyon Advisors, LLC3,988$420K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,983$420K<0.01%+2413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,937$415K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG3,823$403K<0.01%013F-HRTimelineGroup
5T Wealth, LLC3,822$403K0.18%-2913F-HRTimeline
Modern Wealth Management, LLC3,708$391K0.01%-60613F-HRTimeline
TSA Wealth Managment LLC3,705$390K0.13%-31713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,640$383K<0.01%+1613F-HRTimelineGroup
Cypress Wealth Services, LLC3,576$377K0.06%013F-HRTimeline
Sigma Planning Corp3,294$347K0.01%+99413F-HRTimeline
DAVENPORT & Co LLC3,251$343K<0.01%-16613F-HRTimeline
KICKSTAND VENTURES, LLC.3,236$341K0.08%-7013F-HRTimeline
Shared Vision Wealth Group LLC2,933$312K0.13%-27813F-HRTimeline
Integrated Wealth Concepts LLC2,885$304K<0.01%-8413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,727$287K<0.01%+7213F-HRTimelineGroup
AMG National Trust Bank2,450$258K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,290$241K0.01%-2,10013F-HR/ATimeline
Csenge Advisory Group2,213$233K0.01%-2513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,085$220K<0.01%-11913F-HRTimelineGroup
Focus Financial Network, Inc.2,010$212K0.01%+6913F-HRTimeline
First National Trust Co2,000$211K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,913$202K0.01%-4,36713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,228$129K0.01%-27013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL568$59.8K<0.01%-14213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…495$52.2K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST445$46.9K0.02%-10013F-HRTimeline
Farther Finance Advisors, LLC288$30.3K<0.01%+21113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/175$18.4K<0.01%+213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…165$17.4K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC154$16.2K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC112$11.8K<0.01%013F-HRTimeline
United Financial Planning Group LLC361$8.36K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.65$6.85K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC64$6.77K<0.01%-213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP43$4.53K<0.01%013F-HRTimeline
AE Wealth Management LLC19$2K<0.01%-113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.79K<0.01%013F-HRTimelineGroup