SEC 13F Intelligence

Prime Capital Investment Advisors, LLC / IAGG

Prime Capital Investment Advisors, LLC’s Ishares Tr Position

Does Prime Capital Investment Advisors, LLC own Ishares Tr (IAGG)? Yes — 896.1K shares worth $45M (+0.52% of its 13F portfolio) as of Q1 2026, up from 535.6K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
896.1K
% of Portfolio
+0.52%
Quarters Held
30
currently held

Position History IAGG

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $13MQ4 ’20: $15MQ4 ’20Q1 ’21: $16MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $17MQ4 ’21Q1 ’22: $17MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $10MQ2 ’23: $36MQ3 ’23: $34MQ4 ’23: $35MQ4 ’23Q1 ’24: $39MQ2 ’24: $39MQ3 ’24: $40MQ4 ’24: $38MQ4 ’24Q1 ’25: $46MQ2 ’25: $26MQ3 ’25: $26MQ4 ’25: $27MQ4 ’25Q1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026896.1K$45M+0.52%
Q4 2025535.6K$27M+0.33%
Q3 2025509.7K$26M+0.33%
Q2 2025500.1K$26M+0.34%
Q1 2025928.2K$46M+0.54%
Q4 2024753.7K$38M+0.55%
Q3 2024766.6K$40M+0.57%
Q2 2024772.8K$39M+0.57%
Q1 2024774.4K$39M+0.54%
Q4 2023711.9K$35M+0.53%
Q3 2023696.9K$34M+0.70%
Q2 2023721.8K$36M+0.70%
Q1 2023210.5K$10M+0.42%
Q4 2022170.7K$8M+0.31%
Q3 2022159.9K$8M+0.44%
Q2 2022165.0K$8M+0.49%
Q1 2022303.2K$17M+0.92%
Q4 2021303.3K$17M+0.88%
Q3 2021317.9K$17M+1.09%
Q2 2021295.1K$16M+0.94%
Q1 2021291.1K$16M+1.15%
Q4 2020262.0K$15M+1.14%
Q3 2020230.4K$13M+1.08%
Q2 2020172.3K$10M+0.90%
Q1 2020148.5K$8M+0.96%
Q4 2019155.2K$9M+0.97%
Q3 2019146.0K$8M+1.26%
Q2 2019134.3K$7M+1.33%
Q1 2019119.3K$6M+1.86%
Q4 2018154.1K$8M+2.92%

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 IAGG.