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AGGAGG
7 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in ISHARES TR

MAI Capital Management holds 1.1M shares of AGG (ISHARES TR), worth $110.2M as of 2026-Q2. The position was increased (+120.5% shares). AGG represents 0.4% of MAI Capital Management's portfolio.

Current Value

$110.2M

Current Shares

1.1M

Total Value Change

+$80.7M

Total Shares Change

+808,541

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+120.5%
$110.2M0.4%$98.31
58
2026-Q1
Increased
504,830
+7.0%
$50.1M0.3%$97.61
38
2025-Q4
Increased
471,988
+13.0%
$47.1M0.3%$97.58
39
2025-Q3
Increased
417,559
+18.1%
$41.9M0.3%$96.67
41
2025-Q2
Increased
353,400
+8.6%
$35.1M0.2%$94.72
38
2025-Q1
Increased
325,521
+6.9%
$32.2M0.2%$93.53
37
2024-Q4
New
304,507
-
$29.5M0.2%$91.03
48

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

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