PCIA
AGGM

Prime Capital Investment Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Prime Capital Investment Advisors’s Portfolio AGGM Stock Details AGGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633K Buy
6,096
+3,491
+134% +$362K 0.01% 632
2026
Q1 		$271K Buy
+2,605
New +$273K ﹤0.01% 876

Other funds holding AGGM

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Prime Capital Investment Advisors's AGGM Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 134% in Q2 2026, buying an estimated $362K and bringing the position to 6,096 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #632.

Prime Capital Investment Advisors first reported a position in AGGM in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

  • Prime Capital Investment Advisors held 6,096 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $633K as of Q2 2026.
  • Prime Capital Investment Advisors bought 3,491 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $362K.
  • iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #632 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.