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AGG
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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 14.9M shares of AGG (ISHARES TR), worth $1.5B as of 2026-Q1. The position was decreased (-23.9% shares). AGG represents 3.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.5B

Current Shares

14.9M

Total Value Change

+$335.3M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
14.9M
-23.9%
$1.5B3.0%$100.57
0
2025-Q4
Increased
19.6M
+8.3%
$2B2.7%$99.80
59
2025-Q3
Increased
18.1M
+9.7%
$1.8B2.7%$98.64
60
2025-Q2
Increased
16.5M
+8.6%
$1.6B2.7%$96.25
60
2025-Q1
Increased
15.2M
+6.0%
$1.5B2.9%$95.24
58
2024-Q4
Increased
14.3M
+11.8%
$1.4B2.7%$92.99
61
2024-Q3
Increased
12.8M
+9.6%
$1.3B2.8%$96.07
60
2024-Q2
Increased
11.7M
+12.3%
$1.1B2.7%$91.03
61

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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