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AGGAGG
30 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in ISHARES TR

Yes. Sequoia Financial Advisors holds 152,297 shares of AGG, worth $15.1M, as of its Q2 2026 13F filing. It reduced the position by 231 shares (-0.2%) from Q1 2026. Sequoia Financial Advisors has held AGG in every 13F on record since Q1 2019, 30 quarterly filings. AGG is 0.1% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$15.1M

Current Shares

152,297

Total Value Change

-$45.8M

Total Shares Change

-405,711

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
152,297
-0.1%
$15.1M0.1%$98.31
0
2026-Q1
Decreased
152,528
-9.4%
$15.1M0.1%$97.61
0
2025-Q4
Increased
168,392
+7.5%
$16.8M0.1%$97.58
30
2025-Q3
Increased
156,592
+6.0%
$15.7M0.1%$96.67
30
2025-Q2
Decreased
147,791
-7.5%
$14.7M0.1%$94.72
0
2025-Q1
Decreased
159,780
-4.1%
$15.8M0.1%$93.53
0
2024-Q4
Decreased
166,628
-7.8%
$16.1M0.2%$91.03
0
2024-Q3
Decreased
180,620
-19.6%
$18.3M0.2%$93.95
0
2024-Q2
Decreased
224,690
-89.9%
$21.8M0.3%$89.22
0
2024-Q1
Increased
2.2M
+6.7%
$217.5M2.7%$89.20
56
2023-Q4
Increased
2.1M
+8.3%
$206.5M2.6%$89.86
57
2023-Q3
Increased
1.9M
+2.9%
$180.7M3.2%$84.17
58
2023-Q2
Increased
1.9M
+2.5%
$183M3.1%$86.97
57
2023-Q1
Increased
1.8M
+3.7%
$181.5M4.0%$87.80
58
2022-Q4
Increased
1.8M
+6.7%
$170.5M4.2%$85.05
60
2022-Q3
Decreased
1.6M
-5.7%
$158.7M5.0%$83.72
0
2022-Q2
Decreased
1.7M
-1.1%
$177.6M5.0%$87.85
0
2022-Q1
Increased
1.8M
+27.3%
$189.2M4.7%$92.06
70
2021-Q4
Increased
1.4M
+323.7%
$158.4M4.3%$97.78
90
2021-Q3
Decreased
327,629
-71.9%
$37.6M3.8%$97.88
0
2021-Q2
Increased
1.2M
+5.6%
$134.3M4.9%$97.89
59
2021-Q1
Decreased
1.1M
-1.6%
$125.5M5.3%$96.18
0
2020-Q4
Increased
1.1M
+5.8%
$132.4M6.1%$99.54
62
2020-Q3
Increased
1.1M
+12.3%
$125M6.6%$98.82
66
2020-Q2
Increased
943,112
+2.8%
$111.5M6.6%$98.42
60
2020-Q1
Increased
917,177
+4.2%
$105.8M7.8%$95.49
61
2019-Q4
Increased
880,273
+7.7%
$98.9M6.3%$92.61
63
2019-Q3
Increased
817,025
+17.4%
$92.5M6.7%$92.50
68
2019-Q2
Increased
696,215
+24.8%
$77.5M5.8%$89.75
71
2019-Q1
First report
558,008
-
$60.9M5.0%$87.29
0

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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