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

EP Wealth Advisors, LLC holds 3.2M shares of AGG (ISHARES TR), worth $316.7M as of 2026-Q1. The position was increased (+14.8% shares). AGG represents 1.6% of EP Wealth Advisors, LLC's portfolio.

Current Value

$316.7M

Current Shares

3.2M

Total Value Change

+$159.3M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.2M
+14.8%
$316.7M1.6%$100.57
56
2025-Q4
Increased
2.8M
+17.3%
$277.7M1.4%$99.80
57
2025-Q2
Increased
2.4M
+1.1%
$235.2M1.5%$96.25
49
2025-Q1
Increased
2.3M
+1.3%
$232.1M1.9%$95.24
49
2024-Q4
Increased
2.3M
+37.1%
$224.4M1.8%$92.99
63
2024-Q3
Increased
1.7M
+4.1%
$171M1.5%$96.07
50
2024-Q2
Increased
1.6M
+4.5%
$157.5M1.7%$91.03
50

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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