iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q2 2026 (June 30)59holders
5new positions
6sold out
1famous investor
$103.87avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Destination Wealth Management ($21.8M), JPMorgan Chase & Co. ($19.3M) and Bank of America Corp. ($12.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 1-10 Year U.S. Aggre
- CUSIP
- 464288596
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 6 | $10.7M |
All 13F filers, Q1 2026 → Q2 2026: 156,715 shares bought and 125,996 shares sold, net +30,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Destination Wealth Management | 0.51% | Add +0.3% | 210,294 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Add +98.0% | 185,062 | $19.3M |
| Bank of America Corp. | 0.00% | Add +3.2% | 117,295 | $12.2M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -10.6% | 95,301 | $9.9M |
| Jane Street Group, LLC | 0.00% | Add +79.6% | 42,212 | $4.4M |
| US Bancorp \de | 0.00% | Reduce -2.2% | 31,949 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.7% | 28,832 | $3.0M |
| Kelly Financial Group LLC | 0.65% | Add +16.1% | 28,342 | $2.9M |
| Keybank National Association | 0.01% | Reduce -5.0% | 26,026 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.9% | 25,406 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +7.1% | 20,595 | $2.1M |
| Biondo Investment Advisors, LLC | 0.23% | Add +8.0% | 18,091 | $1.9M |
| Wesbanco Bank Inc. | 0.04% | Add +7.3% | 14,503 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.30% | Reduce -7.1% | 14,469 | $1.5M |
| Citadel Advisors | 0.00% | New | 11,673 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.1% | 10,024 | $1.0M |
| LPL Financial LLC | 0.00% | Add +1.9% | 9,744 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 8,478 | $880K |
| D L Carlson Investment Group Inc. | 0.12% | No change | 7,008 | $728K |
| Ascent Group, LLC | 0.02% | New | 6,693 | $695K |
| Colton Groome Financial Advisors, LLC | 0.16% | Add +92.8% | 6,353 | $660K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +134.0% | 6,096 | $633K |
| Morgan Stanley | 0.00% | Reduce -0.9% | 5,275 | $548K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.8% | 4,704 | $488K |
| DAVENPORT & Co LLC | 0.00% | Add +2.3% | 4,590 | $477K |
| WorthPointe, LLC | 0.12% | Reduce -5.9% | 4,560 | $473K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,970 | $412K |
| German American Bancorp, Inc. | 0.03% | No change | 3,937 | $409K |
| UBS Group AG | 0.00% | Add +0.1% | 3,826 | $397K |
| Sigma Planning Corp | 0.01% | Add +16.5% | 3,812 | $396K |
| Royal Bank of Canada | 0.00% | Add +4.1% | 3,750 | $389K |
| Truist Financial Corp. | 0.00% | Add +7.1% | 3,695 | $384K |
| AMG National Trust Bank | 0.01% | Reduce -6.4% | 3,590 | $373K |
| TSA Wealth Managment LLC | 0.09% | Reduce -8.8% | 3,208 | $333K |
| Procyon Advisors, LLC | 0.01% | Reduce -6.8% | 3,048 | $316K |
| Vise Technologies, Inc. | 0.00% | New | 2,923 | $304K |
| 5T Wealth, LLC | 0.11% | Reduce -16.4% | 2,885 | $300K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.9% | 2,726 | $283K |
| NewEdge Advisors, LLC | 0.00% | New | 2,711 | $281K |
| Kickstand Ventures, Llc. | 0.04% | Reduce -26.5% | 2,169 | $225K |
| Csenge Advisory Group | 0.01% | Reduce -3.4% | 2,127 | $221K |
| Shared Vision Wealth Group LLC | 0.07% | No change | 2,096 | $218K |
| Farther Finance Advisors, LLC | 0.00% | Add +84.7% | 2,082 | $216K |
| Modern Wealth Management, LLC | 0.00% | Reduce -23.3% | 1,933 | $201K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,690 | $175K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,327 | $138K |
| Assetmark, Inc. | 0.00% | Reduce -24.0% | 1,190 | $124K |
| Jones Financial Companies LLLP | 0.00% | Add +4.8% | 1,034 | $108K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +6.6% | 955 | $99K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -82.9% | 457 | $47K |
| Bank of Montreal | 0.00% | Reduce -2.6% | 412 | $43K |
| First United Bank & Trust | 0.01% | Reduce -9.3% | 340 | $35K |
| Blair William & Co. | 0.00% | Reduce -16.4% | 270 | $28K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1000.0% | 165 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 133 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $12K |
| FMR LLC | 0.00% | Add +16.9% | 69 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| AE Wealth Management LLC | 0.00% | Reduce -50.0% | 9 | $934 |
"% of holder's portfolio" is AGGM's weight in each manager's 13F, not the share of iShares 1-10 Year U.S. Aggre the manager owns.