Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 621,215 shares of AGG (ISHARES TR), worth $61.7M as of 2026-Q1. The position was increased (+3.6% shares). AGG represents 0.2% of Lido Advisors, LLC's portfolio.
Current Value
$61.7M
Current Shares
621,215
Total Value Change
-$12.2M
Total Shares Change
-139,714
Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP
Increased |
| 621,215 |
+3.6% |
| $61.7M |
| 0.2% |
| $100.57 |
37 |
| 2025-Q4 | Increased | 599,725 | +1.8% | $60.1M | 0.2% | $99.80 | 36 |
| 2025-Q3 | Increased | 588,930 | +0.2% | $59M | 0.2% | $98.64 | 35 |
| 2025-Q2 | Increased | 587,842 | +7.7% | $58.3M | 0.2% | $96.25 | 38 |
| 2025-Q1 | Decreased | 545,951 | -7.8% | $54M | 0.2% | $95.24 | 0 |
| 2024-Q4 | Decreased | 592,101 | -8.0% | $57.4M | 0.3% | $92.99 | 0 |
| 2024-Q3 | Decreased | 643,783 | -15.4% | $65.2M | 0.3% | $96.07 | 0 |
| 2024-Q2 | Decreased | 760,929 | -10.5% | $73.9M | 0.4% | $91.03 | 0 |