SEC 13F Intelligence

Prime Capital Investment Advisors, LLC / AGG

Prime Capital Investment Advisors, LLC’s Ishares Tr Position

Does Prime Capital Investment Advisors, LLC own Ishares Tr (AGG)? Yes — 3.68M shares worth $365M (+4.22% of its 13F portfolio) as of Q1 2026, down from 4.91M shares the prior filed quarter.

Position Value
$365M
Q1 2026
Shares
3.68M
% of Portfolio
+4.22%
Quarters Held
30
currently held

Position History AGG

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $26MQ2 ’19: $30MQ3 ’19: $37MQ4 ’19: $37MQ4 ’19Q1 ’20: $48MQ2 ’20: $63MQ3 ’20: $76MQ4 ’20: $78MQ4 ’20Q1 ’21: $63MQ2 ’21: $63MQ3 ’21: $62MQ4 ’21: $57MQ4 ’21Q1 ’22: $57MQ2 ’22: $45MQ3 ’22: $42MQ4 ’22: $45MQ4 ’22Q1 ’23: $48MQ2 ’23: $73MQ3 ’23: $98MQ4 ’23: $142MQ4 ’23Q1 ’24: $163MQ2 ’24: $153MQ3 ’24: $156MQ4 ’24: $146MQ4 ’24Q1 ’25: $208MQ2 ’25: $317MQ3 ’25: $342MQ4 ’25: $490MQ4 ’25Q1 ’26: $365Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.68M$365M+4.22%
Q4 20254.91M$490M+5.97%
Q3 20253.41M$342M+4.30%
Q2 20253.20M$317M+4.21%
Q1 20252.10M$208M+2.42%
Q4 20241.51M$146M+2.12%
Q3 20241.54M$156M+2.22%
Q2 20241.58M$153M+2.27%
Q1 20241.66M$163M+2.27%
Q4 20231.43M$142M+2.14%
Q3 20231.04M$98M+2.01%
Q2 2023745.4K$73M+1.44%
Q1 2023483.8K$48M+1.98%
Q4 2022467.5K$45M+1.72%
Q3 2022435.6K$42M+2.41%
Q2 2022440.1K$45M+2.67%
Q1 2022502.3K$57M+3.19%
Q4 2021502.5K$57M+3.06%
Q3 2021536.1K$62M+3.84%
Q2 2021548.3K$63M+3.67%
Q1 2021556.2K$63M+4.57%
Q4 2020664.0K$78M+6.07%
Q3 2020642.3K$76M+6.38%
Q2 2020532.2K$63M+5.89%
Q1 2020414.5K$48M+5.67%
Q4 2019332.8K$37M+4.27%
Q3 2019326.6K$37M+5.72%
Q2 2019269.9K$30M+5.48%
Q1 2019235.6K$26M+7.48%
Q4 2018188.4K$20M+7.27%

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