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AGG
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.8M
-5.8%
$372.4M1.9%$100.57
0
2025-Q4
Increased
4M
+8.5%
$397.7M2.2%$99.80
58
2025-Q3
Increased
3.7M
+196.4%
$367.8M2.1%$98.64
86
2025-Q2
Increased
1.2M
+8.2%
$122.8M1.0%$96.25
46
2025-Q1
Increased
1.1M
+6.6%
$113.2M1.0%$95.24
51
2024-Q4
Increased
1.1M
+7.1%
$104M0.9%$92.99
45
2024-Q3
Increased
1M
+11.3%
$101.5M0.9%$96.07
47
2024-Q2
Increased
900,619
+5.3%
$87.4M0.9%$91.03
44

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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