Question 1

How many shares of AGG does D.A. DAVIDSON & CO. own?

Accepted Answer

As of 2026-Q1, D.A. DAVIDSON & CO. holds 5.2M shares of AGG (ISHARES TR).

Question 2

What is D.A. DAVIDSON & CO.'s AGG position worth?

Accepted Answer

As of 2026-Q1, D.A. DAVIDSON & CO.'s AGG position is worth $512.9M.

Question 3

Is D.A. DAVIDSON & CO. buying or selling AGG?

Accepted Answer

In 2026-Q1, D.A. DAVIDSON & CO. increased their AGG position (+7.0% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy AGG?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in AGG in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	5.2M	+7.0%	$512.9M	3.1%	$100.57	62
2025-Q4	Increased	4.8M	+5.1%	$482.5M	3.0%	$99.80	56
2025-Q3	Increased	4.6M	+4.1%	$461M	2.9%	$98.64	56
2025-Q2	Decreased	4.4M	-0.4%	$438.2M	3.1%	$96.25	0
2025-Q1	Increased	4.4M	+4.8%	$438.8M	3.5%	$95.24	60
2024-Q4	Increased	4.2M	+4.2%	$410M	3.3%	$92.99	60
2024-Q3	Increased	4.1M	+2.1%	$411.2M	3.4%	$96.07	58
2024-Q2	Increased	4M	+1.7%	$386M	3.4%	$91.03	58

AGGShowing 8 of 29 quarters

AGG
Showing 8 of 29 quarters