Question 1

How many shares of AGG does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 3.9M shares of AGG (ISHARES TR).

Question 2

What is &PARTNERS's AGG position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's AGG position is worth $389.1M.

Question 3

Is &PARTNERS buying or selling AGG?

Accepted Answer

In 2026-Q1, &PARTNERS increased their AGG position (+13.7% change in shares).

Question 4

When did &PARTNERS first buy AGG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in AGG in 2024-Q2. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	3.9M	+13.7%	$389.1M	1.9%	$100.57	56
2025-Q4	Increased	3.4M	+10.1%	$346.4M	1.8%	$99.80	54
2025-Q3	Increased	3.1M	+19.4%	$315.5M	2.0%	$98.64	63
2025-Q2	Increased	2.6M	+32.8%	$261.1M	2.0%	$96.25	68
2025-Q1	Increased	2M	+23.4%	$195.7M	2.1%	$95.24	64
2024-Q4	Increased	1.6M	+58.4%	$154.8M	1.9%	$92.99	68
2024-Q3	Increased	1M	+212.7%	$102.8M	2.0%	$96.07	76
2024-Q2	Increased	323,148	+363.5%	$31.8M	1.4%	$91.03	73

AGGShowing 8 of 20 quarters

AGG
Showing 8 of 20 quarters