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AGGAGG
10 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 2.9M shares of AGG (ISHARES TR), worth $287M as of 2026-Q2. The position was increased (+5.8% shares). AGG represents 2.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$287M

Current Shares

2.9M

Total Value Change

+$78.5M

Total Shares Change

+770,218

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+5.8%
$287M2.1%$98.31
56
2026-Q1
Decreased
2.7M
-5.8%
$272M2.4%$97.61
0
2025-Q4
Increased
2.9M
+6.7%
$290.4M2.9%$97.58
57
2025-Q3
Increased
2.7M
+10.5%
$273.2M3.6%$96.67
63
2025-Q2
Decreased
2.5M
-1.0%
$244.7M4.2%$94.72
0
2025-Q1
Decreased
2.5M
-15.5%
$246.4M4.1%$93.53
0
2024-Q4
Decreased
2.9M
-0.8%
$285.7M4.9%$91.03
0
2024-Q3
Increased
3M
+24.3%
$300.6M9.1%$93.95
73
2024-Q2
Increased
2.4M
+12.2%
$232M6.8%$89.22
67
2024-Q1
New
2.1M
-
$208.6M6.7%$89.20
94

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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