Prime Capital Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $365M | Sell |
3,679,473
-1,225,933
| -25% | -$123M | 4.22% | 1 |
|
|
2025
Q4 | $490M | Buy |
4,905,406
+1,492,491
| +44% | +$150M | 5.97% | 1 |
|
|
2025
Q3 | $342M | Buy |
3,412,915
+213,806
| +7% | +$21.2M | 4.3% | 2 |
|
|
2025
Q2 | $317M | Buy |
3,199,109
+1,100,401
| +52% | +$108M | 4.21% | 2 |
|
|
2025
Q1 | $208M | Buy |
2,098,708
+591,777
| +39% | +$57.9M | 2.42% | 5 |
|
|
2024
Q4 | $146M | Sell |
1,506,931
-29,524
| -2% | -$2.91M | 2.12% | 6 |
|
|
2024
Q3 | $156M | Sell |
1,536,455
-43,112
| -3% | -$4.3M | 2.22% | 7 |
|
|
2024
Q2 | $153M | Sell |
1,579,567
-83,277
| -5% | -$8.04M | 2.27% | 7 |
|
|
2024
Q1 | $163M | Buy |
1,662,844
+235,901
| +17% | +$23.1M | 2.27% | 8 |
|
|
2023
Q4 | $142M | Buy |
1,426,943
+385,379
| +37% | +$36.7M | 2.14% | 8 |
|
|
2023
Q3 | $97.9M | Buy |
1,041,564
+296,203
| +40% | +$28.5M | 2.01% | 10 |
|
|
2023
Q2 | $73M | Buy |
745,361
+261,514
| +54% | +$25.9M | 1.44% | 14 |
|
|
2023
Q1 | $48.2M | Buy |
483,847
+16,357
| +3% | +$1.62M | 1.98% | 10 |
|
|
2022
Q4 | $45.3M | Buy |
467,490
+31,880
| +7% | +$3.08M | 1.72% | 9 |
|
|
2022
Q3 | $42M | Sell |
435,610
-4,538
| -1% | -$459K | 2.41% | 8 |
|
|
2022
Q2 | $44.8M | Sell |
440,148
-62,185
| -12% | -$6.39M | 2.67% | 7 |
|
|
2022
Q1 | $57.3M | Sell |
502,333
-198
| -0% | -$21.8K | 3.19% | 7 |
|
|
2021
Q4 | $57.3M | Sell |
502,531
-33,593
| -6% | -$3.84M | 3.06% | 7 |
|
|
2021
Q3 | $61.6M | Sell |
536,124
-12,167
| -2% | -$1.41M | 3.84% | 5 |
|
|
2021
Q2 | $63.2M | Sell |
548,291
-7,946
| -1% | -$910K | 3.67% | 5 |
|
|
2021
Q1 | $63.3M | Sell |
556,237
-107,778
| -16% | -$12.5M | 4.57% | 5 |
|
|
2020
Q4 | $78.5M | Buy |
664,015
+21,670
| +3% | +$2.55M | 6.07% | 4 |
|
|
2020
Q3 | $75.8M | Buy |
642,345
+110,101
| +21% | +$13.1M | 6.38% | 3 |
|
|
2020
Q2 | $62.9M | Buy |
532,244
+117,745
| +28% | +$13.8M | 5.89% | 4 |
|
|
2020
Q1 | $47.8M | Buy |
414,499
+81,670
| +25% | +$9.31M | 5.67% | 4 |
|
|
2019
Q4 | $37.4M | Buy |
332,829
+6,206
| +2% | +$699K | 4.27% | 6 |
|
|
2019
Q3 | $37M | Buy |
326,623
+56,687
| +21% | +$6.37M | 5.72% | 2 |
|
|
2019
Q2 | $30.1M | Buy |
269,936
+34,377
| +15% | +$3.76M | 5.48% | 2 |
|
|
2019
Q1 | $25.7M | Buy |
235,559
+47,194
| +25% | +$5.06M | 7.48% | 2 |
|
|
2018
Q4 | $20.1M | Buy |
188,365
+82,682
| +78% | +$8.67M | 7.27% | 2 |
|
|
2018
Q3 | $11.2M | Buy |
105,683
+43,959
| +71% | +$4.66M | 3.54% | 2 |
|
|
2018
Q2 | $6.56M | Buy |
61,724
+25,243
| +69% | +$2.68M | 2.76% | 4 |
|
|
2018
Q1 | $3.91M | Buy |
36,481
+11,027
| +43% | +$1.18M | 2.77% | 7 |
|
|
2017
Q4 | $2.78M | Buy |
+25,454
| New | +$2.78M | 2.14% | 13 |
|
Other funds holding AGG
Prime Capital Investment Advisors's AGG Position: Q1 2026 in Review
Prime Capital Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q1 2026, selling an estimated $123M and leaving 3,679,473 shares worth $365M. The position accounts for 4.22% of the portfolio, ranked #1.
Prime Capital Investment Advisors first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $490M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Prime Capital Investment Advisors held 3,679,473 shares of iShares Core US Aggregate Bond ETF worth $365M as of Q1 2026.
- Prime Capital Investment Advisors sold 1,225,933 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $123M.
- iShares Core US Aggregate Bond ETF made up 4.22% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #1 holding.
- Prime Capital Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Prime Capital Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $490M in Q4 2025.
- 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.