Ownership history in Prime Capital Investment Advisors, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Prime Capital Investment Advisors, LLC reported a position in ISHARES TR CORE U S AGGREGATE BD ETF (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,905,406 | +1,492,491 | +43.7% | 5.97% | $490.0M | $99.25 |
| 2025 Q3 | ADDED | 3,412,915 | +213,806 | +6.7% | 4.30% | $342.1M | $98.32 |
| 2025 Q2 | ADDED | 3,199,109 | +1,100,401 | +52.4% | 4.21% | $317.4M | $96.33 |
| 2025 Q1 | ADDED | 2,098,708 | +591,777 | +39.3% | 2.42% | $207.6M | $95.12 |
As of 2025 Q4 — sorted by position size