Skip to content
Disclosery

AGGM ISHARES TR

Follow

GOV/CRED BD ETF (fund)

61 managers (61 13F filers) reported a position in AGGM shares at 2025-12-31, 957,393 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
61
13F filers
61
New
2
Added
18
Reduced
28
Sold out
4
Shares held by filers
957,393

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Management201,384$21.1M0.55%+9,45213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,834$11.5M<0.01%+5,45013F-HRTimelineGroup
OneDigital Investment Advisors LLC104,518$10.9M0.11%-1,92113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83,776$8.77M<0.01%-36,66713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO82,748$8.66M<0.01%-10,63913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,717$3.74M0.01%+24,54513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\33,276$3.48M<0.01%+71013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,250$2.85M0.01%-3,15213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,120$2.85M<0.01%013F-HRTimeline
Sanctuary Advisors, LLC27,133$2.84M0.02%-1,72913F-HRTimeline
KELLY FINANCIAL GROUP LLC24,404$2.56M0.65%+1,10013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,526$2.25M<0.01%-24,02713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,276$1.91M<0.01%+46613F-HRTimelineGroup
Biondo Investment Advisors, LLC15,566$1.63M0.2%+48913F-HRTimeline
WESBANCO BANK INC13,785$1.44M0.04%013F-HRTimeline
Beirne Wealth Consulting Services, LLC12,467$1.31M0.38%-1,05413F-HRTimeline
LPL Financial LLC10,346$1.08M<0.01%+8313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,118$745K<0.01%+22313F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC7,008$734K0.12%013F-HRTimeline
Cetera Investment Advisers6,791$711K<0.01%-15913F-HRTimeline
WorthPointe, LLC6,409$671K0.18%-4,37913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,732$497K0.03%-313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,095$429K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,029$422K<0.01%+4613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,937$412K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG3,823$400K<0.01%013F-HRTimelineGroup
Procyon Advisors, LLC3,742$392K0.02%-24613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,628$380K<0.01%-4,74313F-HRTimelineGroup
TSA Wealth Managment LLC3,609$378K0.13%-9613F-HRTimeline
5T Wealth, LLC3,544$371K0.15%-27813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,512$367K<0.01%-12813F-HRTimelineGroup
DAVENPORT & Co LLC3,304$346K<0.01%+5313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,296$345K0.1%-64,74613F-HRTimeline
Sigma Planning Corp3,272$343K0.01%-2213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,260$341K<0.01%+53313F-HRTimelineGroup
Modern Wealth Management, LLC3,169$332K0.01%-53913F-HRTimeline
KICKSTAND VENTURES, LLC.3,040$318K0.07%-19613F-HRTimeline
Shared Vision Wealth Group LLC2,696$284K0.11%-23713F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,478$259K0.01%+56513F-HRTimeline
AMG National Trust Bank2,450$257K0.01%013F-HRTimeline
Csenge Advisory Group2,211$231K0.01%-213F-HRTimeline
Focus Financial Network, Inc.2,035$213K0.01%+2513F-HRTimeline
First National Trust Co2,000$209K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,897$199K<0.01%-18813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,690$177K<0.01%-60013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,554$163K<0.01%+1,05913F-HRTimeline
Farther Finance Advisors, LLC1,043$109K<0.01%+75513F-HRTimeline
FIRST UNITED BANK & TRUST495$51.8K0.02%+5013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/474$49.6K<0.01%+29913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL440$46.1K<0.01%-12813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.439$46K<0.01%-4,66613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC395$41.4K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…165$17.3K<0.01%013F-HR/ATimelineGroup
Global Retirement Partners, LLC151$15.8K<0.01%-313F-HRTimeline
CoreCap Advisors, LLC112$11.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.65$6.81K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC61$6.35K<0.01%-313F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP43$4.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20$2.09K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC18$1.89K<0.01%-113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.78K<0.01%013F-HRTimelineGroup