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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 2026-03-31, 975,439 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
59
13F filers
59
New
5
Added
22
Reduced
21
Sold out
6
Shares held by filers
975,439

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Management209,614$21.8M0.57%+8,23013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,610$11.8M<0.01%+3,77613F-HRTimelineGroup
OneDigital Investment Advisors LLC106,577$11.1M0.11%+2,05913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93,441$9.71M<0.01%+10,69313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…92,398$9.63M0.01%+56,68113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\32,661$3.4M<0.01%-61513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,930$3.11M0.01%+2,81013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,390$2.85M0.01%+14013F-HRTimelineGroup
Sanctuary Advisors, LLC26,430$2.75M0.01%-70313F-HRTimeline
KELLY FINANCIAL GROUP LLC24,423$2.54M0.64%+1913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,500$2.45M<0.01%+1,97413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,231$2M<0.01%+95513F-HR/ATimelineGroup
Biondo Investment Advisors, LLC16,744$1.74M0.22%+1,17813F-HRTimeline
Beirne Wealth Consulting Services, LLC15,576$1.62M0.46%+3,10913F-HRTimeline
WESBANCO BANK INC13,514$1.41M0.04%-27113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,028$1.15M<0.01%+3,91013F-HRTimelineGroup
LPL Financial LLC9,567$997K<0.01%-77913F-HRTimeline
Cetera Investment Advisers8,738$910K<0.01%+1,94713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC7,008$730K0.13%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,321$554K<0.01%-78,45513F-HRTimelineGroup
WorthPointe, LLC4,846$505K0.14%-1,56313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,669$486K0.04%-6313F-HRTimeline
DAVENPORT & Co LLC4,487$467K<0.01%+1,18313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,372$455K<0.01%+34313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,970$412K0.01%-12513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,937$410K0.04%013F-HRTimeline
AMG National Trust Bank3,835$399K0.01%+1,38513F-HRTimeline
UBS Group AGin group UBS Group AG3,823$398K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,603$375K<0.01%+9113F-HRTimelineGroup
TSA Wealth Managment LLC3,516$366K0.12%-9313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,450$359K<0.01%+19013F-HRTimelineGroup
5T Wealth, LLC3,449$359K0.14%-9513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,296$343K0.1%013F-HRTimeline
Sigma Planning Corp3,272$341K0.01%013F-HRTimeline
Procyon Advisors, LLC3,269$341K0.02%-47313F-HRTimeline
KICKSTAND VENTURES, LLC.2,952$308K0.06%-8813F-HRTimeline
FLOW TRADERS U.S. LLC2,727$284K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,679$279K<0.01%+1,12513F-HRTimeline
Integrated Wealth Concepts LLC2,674$279K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,605$271K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC2,521$262K<0.01%-64813F-HRTimeline
Csenge Advisory Group2,201$229K0.01%-1013F-HRTimeline
Shared Vision Wealth Group LLC2,096$218K0.09%-60013F-HRTimeline
First National Trust Co2,000$208K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,690$176K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,566$163K<0.01%-33113F-HRTimelineGroup
Farther Finance Advisors, LLC1,127$117K<0.01%+8413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP987$102K<0.01%+96713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC896$93.3K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC816$85K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/423$44.1K<0.01%-5113F-HRTimelineGroup
FIRST UNITED BANK & TRUST375$39.1K0.01%-12013F-HRTimeline
BLAIR WILLIAM & CO/IL323$33.6K<0.01%-11713F-HRTimeline
CoreCap Advisors, LLC112$11.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.65$6.77K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC59$6.13K<0.01%-213F-HRTimelineGroup
AE Wealth Management LLC18$1.88K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.77K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15$1.56K<0.01%-15013F-HRTimelineGroup