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AGG
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Position history for NEOS Investment Management LLC's holdings in ISHARES TR

NEOS Investment Management LLC holds 821,784 shares of AGG (ISHARES TR), worth $81.3M as of 2026-Q1. The position was increased (+25.6% shares). AGG represents 0.4% of NEOS Investment Management LLC's portfolio.

Current Value

$81.3M

Current Shares

821,784

Total Value Change

+$75.7M

Total Shares Change

+763,999

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
821,784
+25.6%
$81.3M0.4%$100.57
44
2025-Q4
Increased
654,351
+24.2%
$65.4M0.4%$99.80
43
2025-Q3
Increased
526,803
+13.7%
$52.6M0.4%$98.64
40
2025-Q2
Increased
463,415
+11.6%
$45.8M0.6%$96.25
46
2025-Q1
Increased
415,175
+27.5%
$40.9M0.8%$95.24
51
2024-Q4
Increased
325,734
+63.9%
$31.6M0.7%$92.99
59
2024-Q3
Increased
198,799
+244.0%
$20.1M0.6%$96.07
65
2024-Q2
Increased
57,785
+14.3%
$5.6M0.2%$91.03
37

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

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