Back to
Sequoia Financial Advisors, LLC
AGG30 quarters
Position history for
Sequoia 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
Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP