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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 2.5M shares of AGG (ISHARES TR), worth $249.9M as of 2026-Q2. The position was decreased (-32.7% shares). AGG represents 1.3% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$249.9M

Current Shares

2.5M

Total Value Change

+$148.4M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.5M
-32.7%
$249.9M1.3%$98.31
0
2026-Q1
Decreased
3.8M
-5.8%
$372.4M1.9%$97.61
0
2025-Q4
Increased
4M
+8.5%
$397.7M2.2%$97.58
58
2025-Q3
Increased
3.7M
+196.4%
$367.8M2.1%$96.67
86
2025-Q2
Increased
1.2M
+8.2%
$122.8M1.0%$94.72
46
2025-Q1
Increased
1.1M
+6.6%
$113.2M1.0%$93.53
51
2024-Q4
Increased
1.1M
+7.1%
$104M0.9%$91.03
45
2024-Q3
Increased
1M
+11.3%
$101.5M0.9%$93.95
47

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP

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