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

Wealthspire Advisors, LLC holds 209,861 shares of AGG (ISHARES TR), worth $20.8M as of 2026-Q2. The position was increased (+39.9% shares). AGG represents 0.1% of Wealthspire Advisors, LLC's portfolio.

Current Value

$20.8M

Current Shares

209,861

Total Value Change

-$7.4M

Total Shares Change

-68,599

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
209,861
+39.9%
$20.8M0.1%$98.31
45
2026-Q1
Decreased
149,962
-8.8%
$14.9M0.1%$97.61
0
2025-Q4
Decreased
164,341
-55.1%
$16.4M0.1%$97.58
0
2025-Q3
Decreased
366,262
-23.5%
$36.7M0.2%$96.67
0
2025-Q2
Decreased
478,908
-9.8%
$47.5M0.3%$94.72
0
2025-Q1
Increased
530,678
+95.2%
$52.5M0.3%$93.53
56
2024-Q4
Decreased
271,896
-2.4%
$26.3M0.3%$91.03
0
2024-Q3
Increased
278,460
+59.6%
$28.2M0.3%$93.95
49

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

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