Wealthnavi Inc.’s Ishares Tr Position
Does Wealthnavi Inc. own Ishares Tr (AGG)? Yes — 11.51M shares worth $1.1B (+9.91% of its 13F portfolio) as of Q1 2026, up from 11.16M shares the prior filed quarter.
Position Value
$1.1B
Q1 2026
Shares
11.51M
% of Portfolio
+9.91%
Quarters Held
28
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.51M | $1.1B | +9.91% |
| Q4 2025 | 11.16M | $1.1B | +9.85% |
| Q3 2025 | 10.41M | $1.0B | +9.67% |
| Q2 2025 | 10.01M | $993M | +10.00% |
| Q1 2025 | 10.34M | $1.0B | +11.38% |
| Q4 2024 | 10.07M | $976M | +11.34% |
| Q3 2024 | 9.86M | $999M | +11.43% |
| Q2 2024 | 9.63M | $935M | +11.86% |
| Q1 2024 | 9.47M | $928M | +12.35% |
| Q4 2023 | 9.07M | $900M | +13.05% |
| Q3 2023 | 8.66M | $815M | +13.20% |
| Q2 2023 | 7.89M | $773M | +12.55% |
| Q1 2023 | 7.55M | $752M | +12.82% |
| Q4 2022 | 7.08M | $687M | +12.85% |
| Q3 2022 | 6.76M | $651M | +13.72% |
| Q2 2022 | 6.55M | $666M | +13.59% |
| Q1 2022 | 6.33M | $678M | +12.75% |
| Q4 2021 | 6.01M | $686M | +12.51% |
| Q3 2021 | 5.47M | $628M | +12.92% |
| Q1 2021 | 4.14M | $472M | +12.97% |
| Q4 2020 | 3.42M | $404M | +12.78% |
| Q3 2020 | 3.06M | $361M | +13.26% |
| Q2 2020 | 2.52M | $298M | +12.92% |
| Q1 2020 | 2.22M | $256M | +14.23% |
| Q4 2019 | 2.18M | $245M | +13.32% |
| Q3 2019 | 1.90M | $215M | +13.38% |
| Q2 2019 | 1.62M | $180M | +12.73% |
| Q1 2019 | 1.40M | $152M | +12.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthnavi Inc.’s full portfolio or all institutional holders of AGG.