Vault-13

ISHARES TR AGGM

GOV/CRED BD ETF · ETP · CUSIP 464288596

60 institutional holders +0 vs Q1 2026
999,810999.8k shares reported held*
$103.9mreported value*
5 new 23 added 23 reduced 6 sold out net bought ≈ $3.2m (+30.9k 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 ($694.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.87.

Trends to Q2 2026

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: 62Q1 26: 60Q2 26: 6060Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 202660
Q2 202660

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q1 26: 27 bought or addedQ1 26: 27 cut or sold outQ2 26: 28 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242937
Q4 20243240
Q1 20252045
Q2 20252635
Q3 20252635
Q4 20252032
Q1 20262727
Q2 20262829

Biggest buyers

JPMORGAN CHASE & CO Added +91,621+91.6k
JANE STREET GROUP, LLC Added +18,712+18.7k
CITADEL ADVISORS LLC New +11,673+11.7k
Ascent Group, LLC New +6,693+6.7k
KELLY FINANCIAL GROUP LLC Added +3,919+3.9k
BANK OF AMERICA CORP /DE/ Added +3,685+3.7k
Prime Capital Investment Advisors, LLC Added +3,491+3.5k
COLTON GROOME FINANCIAL ADVISORS, LLC Added +3,057+3.1k
Vise Technologies, Inc. New +2,923+2.9k
NewEdge Advisors, LLC New +2,711+2.7k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -92,398-92.4k
OneDigital Investment Advisors LLC Reduced -11,276-11.3k
CAPTRUST FINANCIAL ADVISORS Sold out -4,372-4.4k
FLOW TRADERS U.S. LLC Sold out -2,727-2.7k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -2,222-2.2k
First National Trust Co Sold out -2,000-2.0k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -1,364-1.4k
Beirne Wealth Consulting Services, LLC Reduced -1,107-1.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,098-1.1k
Sanctuary Advisors, LLC Reduced -1,024-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 0.51% of their portfolio Walnut Creek, CA 210,294210.3k $21.8m $21.8m 0.51% Added +680 +680
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 185,062185.1k $19.3m $19.3m 0.00% Added +91.6k +91,621
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 117,295117.3k $12.2m $12.2m 0.00% Added +3.7k +3,685
4 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 95,30195.3k $9.9m $9.9m 0.08% Reduced -11.3k -11,276
5 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,21242.2k $4.4m $4.4m 0.00% Added +18.7k +18,712
6 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 31,94931.9k $3.3m $3.3m 0.00% Reduced -712 -712
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 28,83228.8k $3.0m $3.0m 0.00% Reduced -1.1k -1,098
8 KELLY FINANCIAL GROUP LLC 0.65% of their portfolio Wethersfield, CT 28,34228.3k $2.9m $2.9m 0.65% Added +3.9k +3,919
9 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 26,02626.0k $2.7m $2.7m 0.01% Reduced -1.4k -1,364
10 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 25,40625.4k $2.6m $2.6m 0.01% Reduced -1.0k -1,024
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,59520.6k $2.1m $2.1m 0.00% Added +1.4k +1,364
12 Biondo Investment Advisors, LLC 0.23% of their portfolio MILFORD, PA 18,09118.1k $1.9m $1.9m 0.23% Added +1.3k +1,347
13 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 14,50314.5k $1.5m $1.5m 0.04% Added +989 +989
14 Beirne Wealth Consulting Services, LLC 0.30% of their portfolio SHELTON, CT 14,46914.5k $1.5m $1.5m 0.30% Reduced -1.1k -1,107
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,67311.7k $1.2m $1.2m 0.00% New
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,02410.0k $1.0m $1.0m 0.00% Reduced -1.0k -1,004
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,7449.7k $1.0m $1.0m 0.00% Added +177 +177
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,4788.5k $880.3k $880.3k 0.00% Reduced -260 -260
19 D L CARLSON INVESTMENT GROUP INC 0.12% of their portfolio CONCORD, NH 7,0087.0k $727.6k $727.6k 0.12% Unchanged
20 Ascent Group, LLC 0.02% of their portfolio VIRGINIA BEACH, VA 6,6936.7k $694.9k $694.9k 0.02% New
21 COLTON GROOME FINANCIAL ADVISORS, LLC 0.16% of their portfolio ASHEVILLE, NC 6,3536.4k $659.6k $659.6k 0.16% Added +3.1k +3,057
22 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,0966.1k $632.9k $632.9k 0.01% Added +3.5k +3,491
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,2755.3k $547.7k $547.7k 0.00% Reduced -46 -46
24 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 4,7044.7k $488.4k $488.4k 0.03% Added +35 +35
25 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 4,5904.6k $476.6k $476.6k 0.00% Added +103 +103
26 WorthPointe, LLC 0.12% of their portfolio La Jolla, CA 4,5604.6k $473.5k $473.5k 0.12% Reduced -286 -286
27 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 3,9704.0k $412.2k $412.2k 0.01% Unchanged
28 GERMAN AMERICAN BANCORP, INC. 0.03% of their portfolio JASPER, IN 3,9373.9k $408.8k $408.8k 0.03% Unchanged
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8263.8k $397.2k $397.2k 0.00% Added +3 +3
30 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,8123.8k $395.8k $395.8k 0.01% Added +540 +540
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,7503.8k $389.0k $389.0k 0.00% Added +147 +147
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,6953.7k $383.6k $383.6k 0.00% Added +245 +245
33 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 3,5903.6k $372.7k $372.7k 0.01% Reduced -245 -245
34 TSA Wealth Managment LLC 0.09% of their portfolio HOUSTON, TX 3,2083.2k $333.1k $333.1k 0.09% Reduced -308 -308
35 Procyon Advisors, LLC 0.01% of their portfolio SHELTON, CT 3,0483.0k $316.5k $316.5k 0.01% Reduced -221 -221
36 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,9382.9k $305.1k $305.1k 0.00% Added +264 +264
37 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 2,9232.9k $303.5k $303.5k 0.00% New
38 5T Wealth, LLC 0.11% of their portfolio Napa, CA 2,8852.9k $299.6k $299.6k 0.11% Reduced -564 -564
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,7112.7k $281.4k $281.4k 0.00% New
40 KICKSTAND VENTURES, LLC. 0.04% of their portfolio PITTSFORD, NY 2,1692.2k $225.2k $225.2k 0.04% Reduced -783 -783
41 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 2,1272.1k $220.8k $220.8k 0.01% Reduced -74 -74
42 Shared Vision Wealth Group LLC 0.07% of their portfolio CARLSBAD, X1 2,0962.1k $217.6k $217.6k 0.07% Unchanged
43 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0822.1k $216.2k $216.2k 0.00% Added +955 +955
44 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 1,9331.9k $200.7k $200.7k 0.00% Reduced -588 -588
45 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 1,6901.7k $175.5k $175.5k 0.00% Unchanged
46 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,3271.3k $137.8k $137.8k 0.00% New
47 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,1901.2k $123.6k $123.6k 0.00% Reduced -376 -376
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,0341.0k $107.7k $107.7k 0.00% Added +47 +47
49 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 955955 $99.2k $99.2k 0.00% Added +59 +59
50 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 457457 $47.4k $47.4k 0.00% Reduced -2.2k -2,222
51 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 412412 $42.8k $42.8k 0.00% Reduced -11 -11
52 FIRST UNITED BANK & TRUST 0.01% of their portfolio OAKLAND, MD 340340 $35.3k $35.3k 0.01% Reduced -35 -35
53 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 270270 $28.0k $28.0k 0.00% Reduced -53 -53
54 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 165165 $17.1k $17.1k 0.00% Added +150 +150
55 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 133133 $13.8k $13.8k 0.00% First filing
56 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 112112 $11.6k $11.6k 0.00% Unchanged
57 FMR LLC 0.00% of their portfolio BOSTON, MA 6969 $7.2k $7.2k 0.00% Added +10 +10
58 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6565 $6.7k $6.7k 0.00% Unchanged
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 99 $934 $934 0.00% Reduced -9 -9
60 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $104 $104 0.00% Unchanged