How many shares of AGG does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 56,799 shares of AGG (ISHARES TR).

What is AE Wealth Management LLC's AGG position worth?

As of 2026-Q2, AE Wealth Management LLC's AGG position is worth $5.6M.

In 2026-Q2, AE Wealth Management LLC decreased their AGG position (-4.5% change in shares).

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

Position history for AE Wealth Management LLC's holdings in ISHARES TR

Current Value

$5.6M

Current Shares

56,799

Total Value Change

-$3.4M

Total Shares Change

-26,246

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	56,799	-4.5%	$5.6M	0.0%	$98.31	0
2026-Q1	Decreased	59,497	-20.8%	$5.9M	0.0%	$97.61	0
2025-Q4	Increased	75,123	+9.6%	$7.5M	0.0%	$97.58	30
2025-Q3	Decreased	68,575	-12.2%	$6.9M	0.0%	$96.67	0
2025-Q2	Decreased	78,116	-12.5%	$7.7M	0.1%	$94.72	0
2025-Q1	Decreased	89,302	-4.0%	$8.8M	0.1%	$93.53	0
2024-Q4	Decreased	93,011	-38.8%	$9M	0.1%	$91.03	0
2024-Q3	Increased	152,004	+0.0%	$15.4M	0.1%	$93.95	33
2024-Q2	Increased	151,969	+48.7%	$14.8M	0.1%	$89.22	46
2024-Q1	Decreased	102,208	-85.7%	$10M	0.1%	$89.20	0
2023-Q4	Increased	714,056	+24.4%	$70M	0.4%	$89.86	43
2023-Q3	Increased	573,940	+10.5%	$54M	0.3%	$84.17	39
2023-Q2	Increased	519,468	+21.2%	$50.9M	0.3%	$86.97	42
2023-Q1	Increased	428,536	+66.7%	$42.7M	0.3%	$87.80	51
2022-Q4	Decreased	257,008	-12.2%	$24.9M	0.2%	$85.05	0
2022-Q3	Decreased	292,758	-34.5%	$28.2M	0.2%	$83.72	0
2022-Q2	Decreased	447,053	-38.7%	$45.5M	0.4%	$87.85	0
2022-Q1	Decreased	729,779	-9.8%	$78.2M	0.5%	$92.06	0
2021-Q4	Increased	808,951	+3.1%	$92.3M	0.6%	$97.78	43
2021-Q3	Decreased	784,566	-17.9%	$90.1M	0.7%	$97.88	0
2021-Q2	Increased	955,260	+10.5%	$110.2M	1.0%	$97.89	47
2021-Q1	Decreased	864,820	-23.8%	$98.4M	1.0%	$96.18	0
2020-Q4	Increased	1.1M	+42.2%	$134.1M	1.5%	$99.54	64
2020-Q3	Increased	798,071	+214.8%	$94.2M	1.3%	$98.82	76
2020-Q2	Increased	253,509	+61.6%	$30M	0.5%	$98.42	50
2020-Q1	Decreased	156,859	-62.6%	$18.1M	0.4%	$95.49	0
2019-Q4	Increased	419,308	+55.4%	$47.1M	1.0%	$92.61	65
2019-Q3	Decreased	269,753	-7.0%	$30.5M	0.9%	$92.50	0
2019-Q2	Increased	290,035	+249.3%	$32.3M	1.0%	$90.38	66
2019-Q1	New	83,045	-	$9.1M	0.6%	$87.90	54