Vault-13

ISHARES TR AGGM

GOV/CRED BD ETF · ETP · CUSIP 464288596

62 institutional holders -2 vs Q3 2025
957,393957.4k shares reported held*
$100.2mreported value*
2 new 18 added 28 reduced 4 sold out net sold ≈ $25.8m (-246.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $104.71.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 61Q4 22: 63Q1 23: 62Q2 23: 63Q3 23: 86Q4 23: 85Q1 24: 75Q2 24: 73Q3 24: 74Q4 24: 80Q1 25: 70Q2 25: 75Q3 25: 64Q4 25: 6262Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202261
Q4 202263
Q1 202362
Q2 202363
Q3 202386
Q4 202385
Q1 202475
Q2 202473
Q3 202474
Q4 202480
Q1 202570
Q2 202575
Q3 202564
Q4 202562

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 30 bought or addedQ1 24: 55 cut or sold outQ2 24: 32 bought or addedQ2 24: 37 cut or sold outQ2 24Q3 24: 29 bought or addedQ3 24: 37 cut or sold outQ4 24: 32 bought or addedQ4 24: 40 cut or sold outQ4 24Q1 25: 20 bought or addedQ1 25: 45 cut or sold outQ2 25: 26 bought or addedQ2 25: 35 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 35 cut or sold outQ4 25: 20 bought or addedQ4 25: 32 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243055
Q2 20243237
Q3 20242937
Q4 20243240
Q1 20252045
Q2 20252635
Q3 20252635
Q4 20252032

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +24,545+24.5k
Destination Wealth Management Added +9,452+9.5k
BANK OF AMERICA CORP /DE/ Added +5,450+5.5k
KELLY FINANCIAL GROUP LLC Added +1,100+1.1k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Added +1,059+1.1k
Farther Finance Advisors, LLC Added +755+755
US BANCORP \DE\ Added +710+710
Bryn Mawr Trust Advisors, LLC Added +565+565
TRUIST FINANCIAL CORP Added +533+533
Biondo Investment Advisors, LLC Added +489+489

Biggest sellers

JPMORGAN CHASE & CO Reduced -104,026-104.0k
COLTON GROOME FINANCIAL ADVISORS, LLC Reduced -64,746-64.7k
MORGAN STANLEY Reduced -36,667-36.7k
Sanctuary Advisors, LLC Reduced -32,771-32.8k
JANE STREET GROUP, LLC Reduced -24,027-24.0k
CITADEL ADVISORS LLC Reduced -4,743-4.7k
OSAIC HOLDINGS, INC. Reduced -4,666-4.7k
WorthPointe, LLC Reduced -4,379-4.4k
Cypress Wealth Services, LLC Sold out -3,576-3.6k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -3,152-3.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 0.55% of their portfolio Walnut Creek, CA 201,384201.4k $21.1m $21.1m 0.55% Added +9.5k +9,452
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 109,834109.8k $11.5m $11.5m 0.00% Added +5.5k +5,450
3 OneDigital Investment Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 104,518104.5k $10.9m $10.9m 0.11% Reduced -1.9k -1,921
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 83,77683.8k $8.8m $8.8m 0.00% Reduced -36.7k -36,667
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 82,74882.7k $8.7m $8.7m 0.00% Reduced -104.0k -104,026
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 35,71735.7k $3.7m $3.7m 0.01% Added +24.5k +24,545
7 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 33,27633.3k $3.5m $3.5m 0.00% Added +710 +710
8 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 27,25027.2k $2.9m $2.9m 0.01% Reduced -3.2k -3,152
9 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 27,13327.1k $2.8m $2.8m 0.02% Reduced -32.8k -32,771
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,12027.1k $2.8m $2.8m 0.00% Unchanged
11 KELLY FINANCIAL GROUP LLC 0.65% of their portfolio Wethersfield, CT 24,40424.4k $2.6m $2.6m 0.65% Added +1.1k +1,100
12 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,52621.5k $2.3m $2.3m 0.00% Reduced -24.0k -24,027
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,27618.3k $1.9m $1.9m 0.00% Added +466 +466
14 Biondo Investment Advisors, LLC 0.20% of their portfolio MILFORD, PA 15,56615.6k $1.6m $1.6m 0.20% Added +489 +489
15 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 13,78513.8k $1.4m $1.4m 0.04% Unchanged
16 Beirne Wealth Consulting Services, LLC 0.38% of their portfolio SHELTON, CT 12,46712.5k $1.3m $1.3m 0.38% Reduced -1.1k -1,054
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,34610.3k $1.1m $1.1m 0.00% Added +83 +83
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,1187.1k $745.2k $745.2k 0.00% Added +223 +223
19 D L CARLSON INVESTMENT GROUP INC 0.12% of their portfolio CONCORD, NH 7,0087.0k $733.7k $733.7k 0.12% Unchanged
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,7916.8k $711.0k $711.0k 0.00% Reduced -159 -159
21 WorthPointe, LLC 0.18% of their portfolio La Jolla, CA 6,4096.4k $671.0k $671.0k 0.18% Reduced -4.4k -4,379
22 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 4,7324.7k $497.1k $497.1k 0.03% Reduced -3 -3
23 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 4,0954.1k $428.7k $428.7k 0.01% Unchanged
24 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,0294.0k $421.8k $421.8k 0.00% Added +46 +46
25 GERMAN AMERICAN BANCORP, INC. 0.04% of their portfolio JASPER, IN 3,9373.9k $412.2k $412.2k 0.04% Unchanged
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8233.8k $400.3k $400.3k 0.00% Unchanged
27 Procyon Advisors, LLC 0.02% of their portfolio SHELTON, CT 3,7423.7k $391.8k $391.8k 0.02% Reduced -246 -246
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,6283.6k $379.9k $379.9k 0.00% Reduced -4.7k -4,743
29 TSA Wealth Managment LLC 0.13% of their portfolio HOUSTON, TX 3,6093.6k $377.9k $377.9k 0.13% Reduced -96 -96
30 5T Wealth, LLC 0.15% of their portfolio Napa, CA 3,5443.5k $371.1k $371.1k 0.15% Reduced -278 -278
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,5123.5k $367.0k $367.0k 0.00% Reduced -128 -128
32 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 3,3043.3k $346.0k $346.0k 0.00% Added +53 +53
33 COLTON GROOME FINANCIAL ADVISORS, LLC 0.10% of their portfolio ASHEVILLE, NC 3,2963.3k $345.1k $345.1k 0.10% Reduced -64.7k -64,746
34 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,2723.3k $342.6k $342.6k 0.01% Reduced -22 -22
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,2603.3k $341.3k $341.3k 0.00% Added +533 +533
36 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 3,1693.2k $331.8k $331.8k 0.01% Reduced -539 -539
37 KICKSTAND VENTURES, LLC. 0.07% of their portfolio PITTSFORD, NY 3,0403.0k $318.3k $318.3k 0.07% Reduced -196 -196
38 Shared Vision Wealth Group LLC 0.11% of their portfolio CARLSBAD, X1 2,6962.7k $283.5k $283.5k 0.11% Reduced -237 -237
39 Bryn Mawr Trust Advisors, LLC 0.01% of their portfolio PHILADELPHIA, PA 2,4782.5k $259.4k $259.4k 0.01% Added +565 +565
40 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 2,4502.5k $256.5k $256.5k 0.01% Unchanged
41 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 2,2112.2k $231.5k $231.5k 0.01% Reduced -2 -2
42 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,0352.0k $213.1k $213.1k 0.01% Added +25 +25
43 First National Trust Co 0.01% of their portfolio Johnstown, PA 2,0002.0k $209.4k $209.4k 0.01% Unchanged
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,8971.9k $198.6k $198.6k 0.00% Reduced -188 -188
45 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 1,6901.7k $176.9k $176.9k 0.00% Reduced -600 -600
46 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 1,5541.6k $162.9k $162.9k 0.00% Added +1.1k +1,059
47 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0431.0k $109.2k $109.2k 0.00% Added +755 +755
48 FIRST UNITED BANK & TRUST 0.02% of their portfolio OAKLAND, MD 495495 $51.8k $51.8k 0.02% Added +50 +50
49 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 474474 $49.6k $49.6k 0.00% Added +299 +299
50 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 440440 $46.1k $46.1k 0.00% Reduced -128 -128
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 439439 $46.0k $46.0k 0.00% Reduced -4.7k -4,666
52 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 395395 $41.4k $41.4k 0.00% New
53 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 165165 $17.3k $17.3k 0.00% Unchanged
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 151151 $15.8k $15.8k 0.00% Reduced -3 -3
55 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 112112 $11.7k $11.7k 0.00% Unchanged
56 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6565 $6.8k $6.8k 0.00% Unchanged
57 FMR LLC 0.00% of their portfolio BOSTON, MA 6161 $6.4k $6.4k 0.00% Reduced -3 -3
58 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 4343 $4.5k $4.5k 0.00% Unchanged
59 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2020 $2.1k $2.1k 0.00% New
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1818 $1.9k $1.9k 0.00% Reduced -1 -1
61 Legacy Wealth Managment, LLC/ID 0.00% of their portfolio BOISE, ID 1717 $1.8k $1.8k 0.00% Unchanged
62 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $105 $105 0.00% Unchanged