SEC 13F Intelligence

Parkside Advisors LLC / AGG

Parkside Advisors LLC’s Ishares Tr Position

Does Parkside Advisors LLC own Ishares Tr (AGG)? Yes — 272.9K shares worth $27M (+5.95% of its 13F portfolio) as of Q2 2025, up from 268.2K shares the prior filed quarter.

Position Value
$27M
Q2 2025
Shares
272.9K
% of Portfolio
+5.95%
Quarters Held
27
currently held

Position History AGG

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ3 ’19: $13MQ4 ’19: $13MQ4 ’19Q1 ’20: $13MQ2 ’20: $14MQ3 ’20: $13MQ4 ’20: $17MQ4 ’20Q1 ’21: $18MQ2 ’21: $20MQ3 ’21: $20MQ4 ’21: $17MQ4 ’21Q1 ’22: $19MQ2 ’22: $17MQ3 ’22: $17MQ4 ’22: $15MQ4 ’22Q1 ’23: $18MQ2 ’23: $19MQ3 ’23: $20MQ4 ’23: $23MQ4 ’23Q1 ’24: $23MQ2 ’24: $24MQ3 ’24: $26MQ4 ’24: $26MQ4 ’24Q1 ’25: $27MQ2 ’25: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025272.9K$27M+5.95%
Q1 2025268.2K$27M+6.39%
Q4 2024264.8K$26M+6.05%
Q3 2024258.7K$26M+6.22%
Q2 2024247.6K$24M+6.14%
Q1 2024239.8K$23M+6.04%
Q4 2023233.0K$23M+6.40%
Q3 2023212.4K$20M+6.21%
Q2 2023196.5K$19M+5.96%
Q1 2023183.9K$18M+6.07%
Q4 2022158.2K$15M+5.37%
Q3 2022179.3K$17M+6.58%
Q2 2022170.5K$17M+6.26%
Q1 2022176.1K$19M+5.97%
Q4 2021151.4K$17M+5.24%
Q3 2021175.2K$20M+6.28%
Q2 2021170.6K$20M+6.27%
Q1 2021160.1K$18M+6.29%
Q4 2020146.3K$17M+6.48%
Q3 2020113.9K$13M+5.92%
Q2 2020118.8K$14M+6.54%
Q1 2020114.3K$13M+7.16%
Q4 2019116.4K$13M+5.85%
Q3 2019113.9K$13M+6.79%
Q2 2019111.7K$12M+6.87%
Q1 2019111.3K$12M+6.89%
Q4 2018112.5K$12M+7.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parkside Advisors LLC’s full portfolio or all institutional holders of AGG.