Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 4M shares of AGG (ISHARES TR), worth $397.7M as of 2025-Q4. The position was increased (++8.5% shares). AGG represents 2.2% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$397.7M
Current Shares
4M
Total Value Change
+$310.3M
Total Shares Change
+3.1M
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
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 |