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AGGAGG
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Position history for &PARTNERS&PARTNERS's holdings in ISHARES TR

&PARTNERS holds 4.3M shares of AGG (ISHARES TR), worth $420.9M as of 2026-Q2. The position was increased (+8.6% shares). AGG represents 1.7% of &PARTNERS's portfolio.

Current Value

$420.9M

Current Shares

4.3M

Total Value Change

+$318.2M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.3M
+8.6%
$420.9M1.7%$98.31
53
2026-Q1
Increased
3.9M
+13.7%
$389.1M1.9%$97.61
56
2025-Q4
Increased
3.4M
+10.1%
$346.4M1.8%$97.58
54
2025-Q3
Increased
3.1M
+19.4%
$315.5M2.0%$96.67
63
2025-Q2
Increased
2.6M
+32.8%
$261.1M2.0%$94.72
68
2025-Q1
Increased
2M
+23.4%
$195.7M2.1%$93.53
64
2024-Q4
Increased
1.6M
+58.4%
$154.8M1.9%$91.03
68
2024-Q3
Increased
1M
+212.7%
$102.8M2.0%$93.95
76

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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