Question 1

How many shares of AGG does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 3.9M shares of AGG (ISHARES TR).

Question 2

What is &PARTNERS's AGG position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's AGG position is worth $389.1M.

Question 3

Is &PARTNERS buying or selling AGG?

Accepted Answer

In 2026-Q1, &PARTNERS increased their AGG position (+13.7% change in shares).

Question 4

When did &PARTNERS first buy AGG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in AGG in 2026-Q1. They have held the position across 20 quarters.