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AGGAGG
Showing 8 of 24 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in ISHARES TR

Yes. Benjamin Edwards holds 238,261 shares of AGG, worth $23.6M, as of its Q2 2026 13F filing. It increased the position by 2,856 shares (+1.2%) from Q1 2026. Benjamin Edwards has held AGG since Q2 2021, across 21 quarterly 13F filings. AGG is 0.2% of Benjamin Edwards' reported 13F portfolio.

Current Value

$23.6M

Current Shares

238,261

Total Value Change

+$13.8M

Total Shares Change

+142,038

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
238,261
+1.2%
$23.6M0.2%$98.31
34
2026-Q1
Decreased
235,405
-0.3%
$23.4M0.2%$97.61
0
2025-Q4
Increased
236,209
+57.0%
$23.6M0.3%$97.58
49
2025-Q3
Increased
150,501
+14.3%
$15.1M0.2%$96.67
38
2025-Q2
Increased
131,671
+51.1%
$13.1M0.2%$94.72
46
2025-Q1
Increased
87,132
+3.4%
$8.6M0.1%$93.53
34
2024-Q4
Decreased
84,257
-12.4%
$8.2M0.1%$91.03
0
2024-Q3
Increased
96,223
+1294.3%
$9.7M0.1%$93.95
53

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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