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AGG
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 132.2M shares of AGG (ISHARES TR), worth $13B as of 2026-Q1. The position was decreased (-4.6% shares). AGG represents 6.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$13B

Current Shares

132.2M

Total Value Change

+$1.7B

Total Shares Change

+15.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
132.2M
-4.6%
$13B6.3%$100.57
0
2025-Q4
Decreased
138.6M
-3.7%
$13.8B8.4%$99.80
0
2025-Q3
Decreased
143.9M
-1.0%
$14.4B9.8%$98.64
0
2025-Q2
Increased
145.4M
+4.9%
$14.4B10.9%$96.25
65
2025-Q1
Increased
138.6M
+7.5%
$13.7B12.3%$95.24
67
2024-Q4
Increased
128.9M
+6.1%
$12.5B11.9%$92.99
66
2024-Q3
Increased
121.5M
+3.8%
$12.3B12.6%$96.07
64
2024-Q2
Increased
117M
+22.6%
$11.4B13.1%$91.03
75

Other major holders of AGG: RAYMOND JAMES FINANCIAL INC

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