iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q1 2026 (March 31)59holders −2
5new positions
6sold out
$104.14avg. 13F price*
At the end of Q1 2026, 59 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, down 2 from Q4 2025. 5 opened new positions and 6 sold out. The largest holders were Destination Wealth Management ($21.8M), Bank of America Corp. ($11.8M) and OneDigital Investment Advisors LLC ($11.1M).
- Company
- iShares 1-10 Year U.S. Aggre
- CUSIP
- 464288596
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 6 | $944K |
All 13F filers, Q4 2025 → Q1 2026: 112,567 shares bought and 94,370 shares sold, net +18,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Destination Wealth Management | 0.57% | Add +4.1% | 209,614 | $21.8M |
| Bank of America Corp. | 0.00% | Add +3.4% | 113,610 | $11.8M |
| OneDigital Investment Advisors LLC | 0.11% | Add +2.0% | 106,577 | $11.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 93,441 | $9.7M |
| Susquehanna International Group, LLP | 0.01% | Add +158.7% | 92,398 | $9.6M |
| US Bancorp \de | 0.00% | Reduce -1.9% | 32,661 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.4% | 29,930 | $3.1M |
| Keybank National Association | 0.01% | Add +0.5% | 27,390 | $2.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.6% | 26,430 | $2.8M |
| Kelly Financial Group LLC | 0.64% | Add +0.1% | 24,423 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +9.2% | 23,500 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 19,231 | $2.0M |
| Biondo Investment Advisors, LLC | 0.22% | Add +7.6% | 16,744 | $1.7M |
| Beirne Wealth Consulting Services, LLC | 0.46% | Add +24.9% | 15,576 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.0% | 13,514 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +54.9% | 11,028 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 9,567 | $997K |
| Cetera Investment Advisers | 0.00% | Add +28.7% | 8,738 | $910K |
| D L Carlson Investment Group Inc. | 0.13% | No change | 7,008 | $730K |
| Morgan Stanley | 0.00% | Reduce -93.7% | 5,321 | $554K |
| WorthPointe, LLC | 0.14% | Reduce -24.4% | 4,846 | $505K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.3% | 4,669 | $486K |
| DAVENPORT & Co LLC | 0.00% | Add +35.8% | 4,487 | $467K |
| Captrust Financial Advisors | 0.00% | Add +8.5% | 4,372 | $455K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.0% | 3,970 | $412K |
| German American Bancorp, Inc. | 0.04% | No change | 3,937 | $410K |
| AMG National Trust Bank | 0.01% | Add +56.5% | 3,835 | $399K |
| UBS Group AG | 0.00% | No change | 3,823 | $398K |
| Royal Bank of Canada | 0.00% | Add +2.6% | 3,603 | $375K |
| TSA Wealth Managment LLC | 0.12% | Reduce -2.6% | 3,516 | $366K |
| Truist Financial Corp. | 0.00% | Add +5.8% | 3,450 | $359K |
| 5T Wealth, LLC | 0.14% | Reduce -2.7% | 3,449 | $359K |
| Colton Groome Financial Advisors, LLC | 0.10% | No change | 3,296 | $343K |
| Sigma Planning Corp | 0.01% | No change | 3,272 | $341K |
| Procyon Advisors, LLC | 0.02% | Reduce -12.6% | 3,269 | $341K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -2.9% | 2,952 | $308K |
| Flow Traders U.S. LLC | 0.01% | New | 2,727 | $284K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +72.4% | 2,679 | $279K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,674 | $279K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,605 | $271K |
| Modern Wealth Management, LLC | 0.00% | Reduce -20.4% | 2,521 | $262K |
| Csenge Advisory Group | 0.01% | Reduce -0.5% | 2,201 | $229K |
| Shared Vision Wealth Group LLC | 0.09% | Reduce -22.3% | 2,096 | $218K |
| First National Trust Co | 0.01% | No change | 2,000 | $208K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,690 | $176K |
| Assetmark, Inc. | 0.00% | Reduce -17.4% | 1,566 | $163K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.1% | 1,127 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +4835.0% | 987 | $102K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 896 | $93K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 816 | $85K |
| Bank of Montreal | 0.00% | Reduce -10.8% | 423 | $44K |
| First United Bank & Trust | 0.01% | Reduce -24.2% | 375 | $39K |
| Blair William & Co. | 0.00% | Reduce -26.6% | 323 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| FMR LLC | 0.00% | Reduce -3.3% | 59 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 18 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 17 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -90.9% | 15 | $2K |
"% 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.