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AGG
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Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR

Beacon Pointe Advisors, LLC holds 1.5M shares of AGG (ISHARES TR), worth $150M as of 2026-Q1. The position was increased (+68.9% shares). AGG represents 0.8% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$150M

Current Shares

1.5M

Total Value Change

+$70.9M

Total Shares Change

+695,637

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+68.9%
$150M0.8%$100.57
63
2025-Q4
Increased
894,760
+14.9%
$89.4M0.6%$99.80
48
2025-Q3
Decreased
778,826
-22.1%
$78.1M0.7%$98.64
0
2025-Q2
Increased
1M
+7.9%
$99.2M1.0%$96.25
51
2025-Q1
Increased
926,668
+2.0%
$91.7M1.0%$95.24
48
2024-Q4
Increased
908,777
+9.7%
$88.1M1.0%$92.99
46
2024-Q3
Increased
828,211
+1.5%
$83.9M1.0%$96.07
43
2024-Q2
Decreased
815,618
-2.8%
$79.2M0.9%$91.03
0

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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