How many shares of AGG does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 152,297 shares of AGG (ISHARES TR).

What is Sequoia Financial Advisors, LLC's AGG position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's AGG position is worth $15.1M.

Is Sequoia Financial Advisors, LLC buying or selling AGG?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their AGG position (-0.1% change in shares).

When did Sequoia Financial Advisors, LLC first buy AGG?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in AGG in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

AGG
30 quarters

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

Current Value

$15.1M

Current Shares

152,297

Total Value Change

-$45.8M

Total Shares Change

-405,711

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	152,297	-0.1%	$15.1M	0.1%	$98.31	0
2026-Q1	Decreased	152,528	-9.4%	$15.1M	0.1%	$97.61	0
2025-Q4	Increased	168,392	+7.5%	$16.8M	0.1%	$97.58	30
2025-Q3	Increased	156,592	+6.0%	$15.7M	0.1%	$96.67	30
2025-Q2	Decreased	147,791	-7.5%	$14.7M	0.1%	$94.72	0
2025-Q1	Decreased	159,780	-4.1%	$15.8M	0.1%	$93.53	0
2024-Q4	Decreased	166,628	-7.8%	$16.1M	0.2%	$91.03	0
2024-Q3	Decreased	180,620	-19.6%	$18.3M	0.2%	$93.95	0
2024-Q2	Decreased	224,690	-89.9%	$21.8M	0.3%	$89.22	0
2024-Q1	Increased	2.2M	+6.7%	$217.5M	2.7%	$89.20	56
2023-Q4	Increased	2.1M	+8.3%	$206.5M	2.6%	$89.86	57
2023-Q3	Increased	1.9M	+2.9%	$180.7M	3.2%	$84.17	58
2023-Q2	Increased	1.9M	+2.5%	$183M	3.1%	$86.97	57
2023-Q1	Increased	1.8M	+3.7%	$181.5M	4.0%	$87.80	58
2022-Q4	Increased	1.8M	+6.7%	$170.5M	4.2%	$85.05	60
2022-Q3	Decreased	1.6M	-5.7%	$158.7M	5.0%	$83.72	0
2022-Q2	Decreased	1.7M	-1.1%	$177.6M	5.0%	$87.85	0
2022-Q1	Increased	1.8M	+27.3%	$189.2M	4.7%	$92.06	70
2021-Q4	Increased	1.4M	+323.7%	$158.4M	4.3%	$97.78	90
2021-Q3	Decreased	327,629	-71.9%	$37.6M	3.8%	$97.88	0
2021-Q2	Increased	1.2M	+5.6%	$134.3M	4.9%	$97.89	59
2021-Q1	Decreased	1.1M	-1.6%	$125.5M	5.3%	$96.18	0
2020-Q4	Increased	1.1M	+5.8%	$132.4M	6.1%	$99.54	62
2020-Q3	Increased	1.1M	+12.3%	$125M	6.6%	$98.82	66
2020-Q2	Increased	943,112	+2.8%	$111.5M	6.6%	$98.42	60
2020-Q1	Increased	917,177	+4.2%	$105.8M	7.8%	$95.49	61
2019-Q4	Increased	880,273	+7.7%	$98.9M	6.3%	$92.61	63
2019-Q3	Increased	817,025	+17.4%	$92.5M	6.7%	$92.50	68
2019-Q2	Increased	696,215	+24.8%	$77.5M	5.8%	$90.38	71
2019-Q1	New	558,008	-	$60.9M	5.0%	$87.90	82

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

AGG30 quarters

AGG
30 quarters