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AGG
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.8M
-6.7%
$177.6M5.7%$100.57
0
2025-Q4
Increased
1.9M
+3.1%
$191.4M3.3%$99.80
58
2025-Q3
Increased
1.9M
+6.3%
$186.4M3.9%$98.64
60
2025-Q2
Increased
1.7M
+2.4%
$173.6M4.1%$96.25
57
2025-Q1
Decreased
1.7M
-4.4%
$169M4.5%$95.24
0
2024-Q4
Increased
1.8M
+4.4%
$173.1M4.2%$92.99
58
2024-Q3
Increased
1.7M
+3.7%
$173.3M4.3%$96.07
58
2024-Q2
Increased
1.7M
+2.5%
$160.2M4.2%$91.03
57

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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