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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

EP Wealth Advisors, LLC holds 3.9M shares of AGG (ISHARES TR), worth $391M as of 2026-Q2. The position was increased (+23.8% shares). AGG represents 1.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$391M

Current Shares

3.9M

Total Value Change

+$219.9M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.9M
+23.8%
$391M1.5%$98.31
60
2026-Q1
Increased
3.2M
+14.8%
$316.7M1.6%$97.61
56
2025-Q4
Increased
2.8M
+17.3%
$277.7M1.4%$97.58
57
2025-Q2
Increased
2.4M
+1.1%
$235.2M1.5%$94.72
49
2025-Q1
Increased
2.3M
+1.3%
$232.1M1.9%$93.53
49
2024-Q4
Increased
2.3M
+37.1%
$224.4M1.8%$91.03
63
2024-Q3
Increased
1.7M
+4.1%
$171M1.5%$93.95
50

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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