SEC 13F Intelligence

Cambridge Investment Research Advisors, Inc. / AGG

Cambridge Investment Research Advisors, Inc.’s Ishares Tr Position

Does Cambridge Investment Research Advisors, Inc. own Ishares Tr (AGG)? Yes — 1.47M shares worth $146M (+0.38% of its 13F portfolio) as of Q1 2026, up from 1.40M shares the prior filed quarter.

Position Value
$146M
Q1 2026
Shares
1.47M
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History AGG

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $48MQ2 ’19: $32MQ3 ’19: $43MQ4 ’19: $49MQ4 ’19Q1 ’20: $66MQ2 ’20: $97MQ3 ’20: $90MQ4 ’20: $100MQ4 ’20Q1 ’21: $98MQ2 ’21: $100MQ3 ’21: $111MQ4 ’21: $105MQ4 ’21Q1 ’22: $109MQ2 ’22: $100MQ3 ’22: $92MQ4 ’22: $91MQ4 ’22Q1 ’23: $104MQ2 ’23: $119MQ3 ’23: $117MQ4 ’23: $128MQ4 ’23Q1 ’24: $111MQ2 ’24: $124MQ3 ’24: $131MQ4 ’24: $129MQ4 ’24Q1 ’25: $116MQ2 ’25: $123MQ3 ’25: $133MQ4 ’25: $140MQ4 ’25Q1 ’26: $146Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.47M$146M+0.38%
Q4 20251.40M$140M+0.37%
Q3 20251.32M$133M+0.36%
Q2 20251.24M$123M+0.37%
Q1 20251.18M$116M+0.39%
Q4 20241.34M$129M+0.43%
Q3 20241.29M$131M+0.45%
Q2 20241.28M$124M+0.46%
Q1 20241.13M$111M+0.43%
Q4 20231.29M$128M+0.55%
Q3 20231.24M$117M+0.55%
Q2 20231.21M$119M+0.54%
Q1 20231.04M$104M+0.51%
Q4 2022940.2K$91M+0.47%
Q3 2022953.9K$92M+0.52%
Q2 2022979.0K$100M+0.54%
Q1 20221.02M$109M+0.50%
Q4 2021920.1K$105M+0.47%
Q3 2021970.7K$111M+0.55%
Q2 2021870.4K$100M+0.48%
Q1 2021862.0K$98M+0.53%
Q4 2020843.6K$100M+0.58%
Q3 2020764.3K$90M+0.61%
Q2 2020816.4K$97M+0.73%
Q1 2020569.8K$66M+0.63%
Q4 2019434.1K$49M+0.38%
Q3 2019380.4K$43M+0.38%
Q2 2019287.4K$32M+0.29%
Q1 2019438.0K$48M+0.46%
Q4 2018238.2K$25M+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of AGG.