How many shares of AGG does Lido Advisors, LLC own?

As of 2026-Q2, Lido Advisors, LLC holds 544,631 shares of AGG (ISHARES TR).

What is Lido Advisors, LLC's AGG position worth?

As of 2026-Q2, Lido Advisors, LLC's AGG position is worth $53.9M.

In 2026-Q2, Lido Advisors, LLC decreased their AGG position (-12.3% change in shares).

Based on available 13F filings, Lido Advisors, LLC first reported a position in AGG in 2019-Q1. They have held the position across 30 quarters.

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

Current Value

$53.9M

Current Shares

544,631

Total Value Change

+$53.2M

Total Shares Change

+538,296

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	544,631	-12.3%	$53.9M	0.1%	$98.31	0
2026-Q1	Increased	621,215	+3.6%	$61.7M	0.2%	$97.61	37
2025-Q4	Increased	599,725	+1.8%	$60.1M	0.2%	$97.58	36
2025-Q3	Increased	588,930	+0.2%	$59M	0.2%	$96.67	35
2025-Q2	Increased	587,842	+7.7%	$58.3M	0.2%	$94.72	38
2025-Q1	Decreased	545,951	-7.8%	$54M	0.2%	$93.53	0
2024-Q4	Decreased	592,101	-8.0%	$57.4M	0.3%	$91.03	0
2024-Q3	Decreased	643,783	-15.4%	$65.2M	0.3%	$93.95	0
2024-Q2	Decreased	760,929	-10.5%	$73.9M	0.4%	$89.22	0
2024-Q1	Decreased	850,409	-6.0%	$83.3M	0.5%	$89.20	0
2023-Q4	Decreased	904,481	-14.2%	$89.8M	0.6%	$89.86	0
2023-Q3	Decreased	1.1M	-6.6%	$99.1M	0.8%	$84.17	0
2023-Q2	Increased	1.1M	+0.6%	$110.5M	0.8%	$86.97	42
2023-Q1	Increased	1.1M	+1787.1%	$111.8M	1.1%	$87.80	76
2022-Q4	Increased	59,453	+521.3%	$5.8M	0.1%	$85.05	44
2022-Q3	Decreased	9,569	-13.5%	$921,000	0.0%	$83.72	0
2022-Q2	Decreased	11,063	-8.4%	$1.1M	0.0%	$87.85	0
2022-Q1	Decreased	12,079	-9.2%	$1.3M	0.0%	$92.06	0
2021-Q4	Increased	13,306	+3.8%	$1.5M	0.0%	$97.78	27
2021-Q3	Decreased	12,820	-14.3%	$1.5M	0.0%	$97.88	0
2021-Q2	Decreased	14,963	-26.0%	$1.7M	0.0%	$97.89	0
2021-Q1	Decreased	20,216	-7.7%	$2.3M	0.0%	$96.18	0
2020-Q4	Decreased	21,898	-24.2%	$2.6M	0.1%	$99.54	0
2020-Q3	Decreased	28,904	-35.5%	$3.4M	0.1%	$98.82	0
2020-Q2	Increased	44,799	+123.7%	$5.3M	0.2%	$98.42	52
2020-Q1	Decreased	20,026	-18.9%	$2.3M	0.1%	$95.49	0
2019-Q4	Increased	24,699	+36.9%	$2.8M	0.1%	$92.61	41
2019-Q3	Increased	18,044	+111.4%	$2M	0.1%	$92.50	50
2019-Q2	Increased	8,534	+34.7%	$950,000	0.1%	$90.38	32
2019-Q1	New	6,335	-	$690,000	0.0%	$87.90	34