Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 3.8M shares of AGG (ISHARES TR), worth $372.4M as of 2026-Q1. The position was decreased (-5.8% shares). AGG represents 1.9% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$372.4M
Current Shares
3.8M
Total Value Change
+$285M
Total Shares Change
+2.9M
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 3.8M |
-5.8% |
| $372.4M |
| 1.9% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 4M | +8.5% | $397.7M | 2.2% | $99.80 | 58 |
| 2025-Q3 | Increased | 3.7M | +196.4% | $367.8M | 2.1% | $98.64 | 86 |
| 2025-Q2 | Increased | 1.2M | +8.2% | $122.8M | 1.0% | $96.25 | 46 |
| 2025-Q1 | Increased | 1.1M | +6.6% | $113.2M | 1.0% | $95.24 | 51 |
| 2024-Q4 | Increased | 1.1M | +7.1% | $104M | 0.9% | $92.99 | 45 |
| 2024-Q3 | Increased | 1M | +11.3% | $101.5M | 0.9% | $96.07 | 47 |
| 2024-Q2 | Increased | 900,619 | +5.3% | $87.4M | 0.9% | $91.03 | 44 |