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AGG
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Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Envestnet Portfolio Solutions, Inc. holds 3.1M shares of AGG (ISHARES TR), worth $303.5M as of 2026-Q1. The position was decreased (-60.6% shares). AGG represents 1.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$303.5M

Current Shares

3.1M

Total Value Change

-$1.2B

Total Shares Change

-12.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.1M
-60.6%
$303.5M1.7%$100.57
0
2025-Q4
Increased
7.8M
+4.0%
$775.8M2.7%$99.80
57
2025-Q3
Decreased
7.5M
-60.6%
$749M2.8%$98.64
0
2025-Q2
Increased
19M
+12.4%
$1.9B6.9%$96.25
70
2025-Q1
Increased
16.9M
+1.1%
$1.7B6.4%$95.24
63
2024-Q4
Decreased
16.7M
-11.5%
$1.6B5.3%$92.99
0
2024-Q3
Increased
18.8M
+19.7%
$1.9B6.2%$96.07
73
2024-Q2
Decreased
15.7M
-8.6%
$1.5B5.3%$91.03
0

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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