Back to ENVESTNET ASSET MANAGEMENT INC ENVESTNET ASSET MANAGEMENT INC

AGGAGG
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES CORE U.S. AGGREGATE

Yes. Envestnet holds 43,049,494 shares of AGG (iShares Core U.S. Aggregate), worth $4.3B, as of its Q2 2026 13F filing. It reduced the position by 1,525,676 shares (-3.4%) from Q1 2026. Envestnet has held AGG in every 13F on record since Q4 2018, 31 quarterly filings. AGG is 1.0% of Envestnet's reported 13F portfolio.

Current Value

$4.3B

Current Shares

43M

Total Value Change

+$3.1B

Total Shares Change

+32.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
43M
-3.4%
$4.3B1.0%$97.62
0
2026-Q1
Increased
44.6M
+23.9%
$4.4B1.2%$97.61
61
2025-Q4
Increased
36M
+2.6%
$3.6B1.1%$97.58
52
2025-Q3
Decreased
35.1M
-35.3%
$3.5B1.0%$96.67
0
2025-Q2
Increased
54.2M
+11.8%
$5.4B1.6%$94.72
56
2025-Q1
Decreased
48.5M
-6.0%
$4.8B1.5%$93.53
0
2024-Q4
Increased
51.6M
+5.6%
$5B1.6%$91.03
53
2024-Q3
Increased
48.9M
+10.9%
$4.9B1.6%$93.95
56
2024-Q2
Increased
44.1M
+11.8%
$4.3B1.5%$89.22
56
2024-Q1
Decreased
39.4M
-3.3%
$3.9B1.4%$89.20
0
2023-Q4
Increased
40.8M
+5.7%
$4B1.7%$89.86
53
2023-Q3
Decreased
38.6M
-20.9%
$3.6B1.7%$84.17
0
2023-Q2
Increased
48.8M
+18.3%
$4.8B2.1%$86.97
64
2023-Q1
Increased
41.2M
+18.6%
$4.1B2.0%$87.80
59
2022-Q4
Increased
34.8M
+4.5%
$3.4B1.7%$85.05
53
2022-Q3
Decreased
33.3M
-17.8%
$3.2B1.8%$83.72
0
2022-Q2
Increased
40.5M
+2.8%
$4.1B2.3%$87.85
56
2022-Q1
Increased
39.4M
+11.3%
$4.2B2.1%$92.06
61
2021-Q4
Increased
35.4M
+12.0%
$4B2.0%$97.78
56
2021-Q3
Increased
31.6M
+7.0%
$3.6B2.0%$97.88
54
2021-Q2
Increased
29.5M
+14.1%
$3.4B1.9%$97.89
57
2021-Q1
Increased
25.9M
+12.5%
$2.9B1.9%$96.18
57
2020-Q4
Increased
23M
+12.0%
$2.7B2.1%$99.54
61
2020-Q3
Increased
20.5M
+8.8%
$2.4B2.1%$98.82
60
2020-Q2
Increased
18.9M
+18.0%
$2.2B2.2%$98.42
64
2020-Q1
Increased
16M
+10.9%
$1.8B2.2%$95.49
61
2019-Q4
Increased
14.4M
+9.3%
$1.6B1.7%$92.61
55
2019-Q3
Increased
13.2M
+23.7%
$1.5B1.6%$92.50
61
2019-Q2
Increased
10.7M
+9.5%
$1.2B1.5%$90.38
55
2019-Q1
Decreased
9.8M
-6.7%
$1.1B1.5%$87.29
0
2018-Q4
First report
10.5M
-
$1.1B1.7%$84.80
0

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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