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AGG

31 quarters

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

Yes. Lido Advisors holds 490,607 shares of AGG, worth $46.4M, as of its Q3 2026 13F filing. It reduced the position by 54,024 shares (-9.9%) from Q2 2026. Lido Advisors has held AGG since Q1 2019, across 31 quarterly 13F filings. AGG is 0.1% of Lido Advisors' reported 13F portfolio.

Current Value

$46.4M

Current Shares

490,607

Total Value Change

+$45.7M

Total Shares Change

+484,272

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
490,607
-9.9%
$46.4M0.1%$94.21
0
2026-Q2
Decreased
544,631
-12.3%
$53.9M0.1%$98.31
0
2026-Q1
Increased
621,215
+3.6%
$61.7M0.2%$97.61
37
2025-Q4
Increased
599,725
+1.8%
$60.1M0.2%$96.90
36
2025-Q3
Increased
588,930
+0.2%
$59M0.2%$96.00
35
2025-Q2
Increased
587,842
+7.7%
$58.3M0.2%$94.06
38
2025-Q1
Decreased
545,951
-7.8%
$54M0.2%$92.87
0
2024-Q4
Decreased
592,101
-8.0%
$57.4M0.3%$90.40
0
2024-Q3
Decreased
643,783
-15.4%
$65.2M0.3%$93.95
0
2024-Q2
Decreased
760,929
-10.5%
$73.9M0.4%$89.22
0
2024-Q1
Decreased
850,409
-6.0%
$83.3M0.5%$89.20
0
2023-Q4
Decreased
904,481
-14.2%
$89.8M0.6%$89.86
0
2023-Q3
Decreased
1.1M
-6.6%
$99.1M0.8%$84.17
0
2023-Q2
Increased
1.1M
+0.6%
$110.5M0.8%$86.97
42
2023-Q1
Increased
1.1M
+1787.1%
$111.8M1.1%$87.80
76
2022-Q4
Increased
59,453
+521.3%
$5.8M0.1%$85.05
44
2022-Q3
Decreased
9,569
-13.5%
$921,0000.0%$83.72
0
2022-Q2
Decreased
11,063
-8.4%
$1.1M0.0%$87.85
0
2022-Q1
Decreased
12,079
-9.2%
$1.3M0.0%$92.06
0
2021-Q4
Increased
13,306
+3.8%
$1.5M0.0%$97.78
27
2021-Q3
Decreased
12,820
-14.3%
$1.5M0.0%$97.88
0
2021-Q2
Decreased
14,963
-26.0%
$1.7M0.0%$97.89
0
2021-Q1
Decreased
20,216
-7.7%
$2.3M0.0%$96.18
0
2020-Q4
Decreased
21,898
-24.2%
$2.6M0.1%$99.54
0
2020-Q3
Decreased
28,904
-35.5%
$3.4M0.1%$98.82
0
2020-Q2
Increased
44,799
+123.7%
$5.3M0.2%$98.42
52
2020-Q1
Decreased
20,026
-18.9%
$2.3M0.1%$95.49
0
2019-Q4
Increased
24,699
+36.9%
$2.8M0.1%$92.61
41
2019-Q3
Increased
18,044
+111.4%
$2M0.1%$92.50
50
2019-Q2
Increased
8,534
+34.7%
$950,0000.1%$90.38
32
2019-Q1
New
6,335
-
$690,0000.0%$87.29
34

Other major holders of AGG: Jones Financial Companies LLLP

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