Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

AGGAGG
Showing 8 of 30 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 16.6M shares of AGG (ISHARES TR), worth $1.6B as of 2026-Q2. The position was increased (+11.2% shares). AGG represents 2.7% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.6B

Current Shares

16.6M

Total Value Change

+$319.3M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16.6M
+11.2%
$1.6B2.7%$98.31
61
2026-Q1
Decreased
14.9M
-23.9%
$1.5B3.0%$97.61
0
2025-Q4
Increased
19.6M
+8.3%
$2B2.7%$97.58
59
2025-Q3
Increased
18.1M
+9.7%
$1.8B2.7%$96.67
60
2025-Q2
Increased
16.5M
+8.6%
$1.6B2.7%$94.72
60
2025-Q1
Increased
15.2M
+6.0%
$1.5B2.9%$93.53
58
2024-Q4
Increased
14.3M
+11.8%
$1.4B2.7%$91.03
61
2024-Q3
Increased
12.8M
+9.6%
$1.3B2.8%$93.95
60

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used