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IAGG
8 quarters

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

Envestnet Portfolio Solutions, Inc. holds 2.5M shares of IAGG (ISHARES TR), worth $123.6M as of 2026-Q1. The position was increased (+5.1% shares). IAGG represents 0.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$123.6M

Current Shares

2.5M

Total Value Change

+$123M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.5M
+5.1%
$123.6M0.7%$50.60
45
2025-Q4
Increased
2.4M
+7.1%
$117.6M0.4%$49.97
39
2025-Q3
Decreased
2.2M
-0.0%
$112.5M0.4%$49.65
0
2025-Q2
New
2.2M
-
$112.2M0.4%$49.44
50
2025-Q1
Exited
0
-100.0%
$00.0%$48.39
0
2024-Q4
Decreased
5,462
-47.6%
$272,6670.0%$48.37
0
2024-Q3
Decreased
10,433
-14.4%
$540,6380.0%$48.18
0
2024-Q2
Increased
12,188
+25.4%
$608,4250.0%$46.35
30

Other major holders of IAGG: ENVESTNET ASSET MANAGEMENT INC, BlackRock, Inc.

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