Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 1.8M shares of AGG (ISHARES TR), worth $177.6M as of 2026-Q1. The position was decreased (-6.7% shares). AGG represents 5.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$177.6M
Current Shares
1.8M
Total Value Change
+$17.4M
Total Shares Change
+138,465
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.8M |
-6.7% |
| $177.6M |
| 5.7% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 1.9M | +3.1% | $191.4M | 3.3% | $99.80 | 58 |
| 2025-Q3 | Increased | 1.9M | +6.3% | $186.4M | 3.9% | $98.64 | 60 |
| 2025-Q2 | Increased | 1.7M | +2.4% | $173.6M | 4.1% | $96.25 | 57 |
| 2025-Q1 | Decreased | 1.7M | -4.4% | $169M | 4.5% | $95.24 | 0 |
| 2024-Q4 | Increased | 1.8M | +4.4% | $173.1M | 4.2% | $92.99 | 58 |
| 2024-Q3 | Increased | 1.7M | +3.7% | $173.3M | 4.3% | $96.07 | 58 |
| 2024-Q2 | Increased | 1.7M | +2.5% | $160.2M | 4.2% | $91.03 | 57 |