Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC

AGG
Showing 8 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 786,743 shares of AGG (ISHARES TR), worth $78.1M as of 2026-Q1. The position was decreased (-0.5% shares). AGG represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$78.1M

Current Shares

786,743

Total Value Change

+$7.3M

Total Shares Change

+56,922

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
786,743
-0.5%
$78.1M0.5%$100.57
0
2025-Q4
Increased
790,411
+9.6%
$78.9M0.5%$99.80
39
2025-Q3
Increased
721,354
+1.5%
$72.3M0.5%$98.64
42
2025-Q2
Decreased
710,584
-5.8%
$70.5M0.6%$96.25
0
2025-Q1
Increased
754,512
+3.8%
$74.6M0.6%$95.24
43
2024-Q4
Decreased
726,908
-4.5%
$70.4M0.6%$92.99
0
2024-Q3
Increased
761,202
+4.3%
$77.1M0.6%$96.07
44
2024-Q2
Increased
729,821
+9.3%
$70.8M0.6%$91.03
46

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used