Question 1

How many shares of AGG does MATHER GROUP, LLC. own?

Accepted Answer

As of 2026-Q1, MATHER GROUP, LLC. holds 620,617 shares of AGG (ISHARES TR).

Question 2

What is MATHER GROUP, LLC.'s AGG position worth?

Accepted Answer

As of 2026-Q1, MATHER GROUP, LLC.'s AGG position is worth $61.6M.

Question 3

Is MATHER GROUP, LLC. buying or selling AGG?

Accepted Answer

In 2026-Q1, MATHER GROUP, LLC. increased their AGG position (+5.8% change in shares).

Question 4

When did MATHER GROUP, LLC. first buy AGG?

Accepted Answer

Based on available 13F filings, MATHER GROUP, LLC. 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	620,617	+5.8%	$61.6M	0.6%	$100.57	44
2025-Q4	Increased	586,755	+8.5%	$58.6M	0.6%	$99.80	45
2025-Q3	Increased	540,598	+18.7%	$54.2M	0.5%	$98.64	49
2025-Q2	Increased	455,368	+9.7%	$45.2M	0.5%	$96.25	38
2025-Q1	Increased	415,055	+13.2%	$41.1M	0.5%	$95.24	39
2024-Q4	Increased	366,808	+64.3%	$35.5M	0.5%	$92.99	51
2024-Q3	Increased	223,303	+128.7%	$22.6M	0.3%	$96.07	55
2024-Q2	Increased	97,626	+1332.5%	$9.6M	0.1%	$91.03	53

AGGShowing 8 of 29 quarters

AGG
Showing 8 of 29 quarters