Form 13-F position report

ISHARES CORE U.S. AGGREGATE BO

Reported by Granite Harbor Advisors Inc

ETF profile Manager portfolio Source filing
AGG CUSIP 464287226 Manager CIK 0001967456
Latest reported change

Reported 147,856 shares, up 28,551 (23.9%) from the prior quarter.

Reported value 25.2%; share count 23.9% vs. the prior quarter.

Added
% of reported 13F value 6.23% This manager · Q3 2025
Shares 147,856 Quarter-end amount reported
Reported value $14,822,602 Fair value at quarter end
Consecutive quarters held 12 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 156,231 +2,917 (1.9%) 6.11% $15,463,782 2026-07-31
Q1 2026 Reduced 153,314 -5,201 (-3.3%) 6.64% $15,219,519 2026-04-23
Q4 2025 Added 158,515 +10,659 (7.2%) 6.69% $15,832,519 2026-01-22
Q3 2025 Added 147,856 +28,551 (23.9%) 6.23% $14,822,602 2025-10-22
Q2 2025 Added 119,305 +13 (0.0%) 5.56% $11,835,093 2025-07-30
Q1 2025 Added 119,292 +8,430 (7.6%) 6.26% $11,800,402 2025-05-13
Q4 2024 Added 110,862 +3,478 (3.2%) 5.94% $10,742,567 2025-01-23
Q3 2024 Added 107,384 +5,408 (5.3%) 6.29% $10,874,818 2024-10-11
Q2 2024 Added 101,976 +6,256 (6.5%) 6.28% $9,898,836 2024-07-26
Q1 2024 Added 95,720 +2,304 (2.5%) 6.39% $9,374,805 2024-04-30
Q4 2023 Added 93,416 +2,442 (2.7%) 6.96% $9,271,526 2024-01-19
Q3 2023 Added 90,974 +3,997 (4.6%) 6.87% $8,555,173 2023-11-17
Q2 2023 Added 86,977 +7,078 (8.9%) 6.62% $8,519,442 2023-11-17
Q1 2023 Added 79,899 +1,997 (2.6%) 7.26% $7,961,182 2023-11-17
Q4 2022 New 77,902 +77,902 (0.0%) 7.7% $7,555,711 2023-11-17
Institutional context

Who else reported the position

2041 managers reported ISHARES CORE U.S. AGGREGATE BO for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JONES FINANCIAL COMPANIES LLLP Reduced 143,917,621 -1,468,082 9.81% $14,402,077,058 50 qtrs
RAYMOND JAMES FINANCIAL INC Added 79,246,704 +1,911,414 2.55% $7,944,481,976 4 qtrs
WELLS FARGO & COMPANY MN Added 63,845,735 +8,122,743 1.22% $6,400,534,910 50 qtrs
BlackRock Inc Added 53,880,265 +4,133,351 0.09% $5,401,496,568 5 qtrs
Bank of America Corporation Added 46,326,160 +2,423,410 0.32% $4,644,197,584 50 qtrs
US BANCORP DE Reduced 42,354,274 -1,633,770 5.03% $4,246,045,085 50 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 35,061,214 -19,157,112 1.01% $3,514,886,745 50 qtrs
MERCER GLOBAL ADVISORS INC ADV Added 33,227,135 +4,942,715 5.56% $3,331,020,061 27 qtrs
MORGAN STANLEY Added 31,238,198 +762,957 0.19% $3,131,629,673 50 qtrs
Betterment LLC Added 24,568,480 +1,500,630 4.87% $2,462,990,000 34 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
October 22, 2025
Filing type
13F-HR
Position type
CORE US AGGBD ET

Voting authority reported

Sole
0
Shared
0
None
147,856

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.