ENVESTNET ASSET MANAGEMENT INC: AGG position timeline

ENVESTNET ASSET MANAGEMENT INC held 45,234,151 AGG shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 45,234,151 shares

   Change vs previous 13F -2,398,749 shares

   1.01% of the 13F portfolio, value $4,477,218,404.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 43,049,494 shares
   • Envestnet Portfolio Solutions, Inc.: 2,184,657 shares
2. period ended2026-03-31

   13F 47,632,900 shares

   Change vs previous 13F +3,888,293 shares

   1.21% of the 13F portfolio, value $4,728,470,926.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 44,575,170 shares
   • Envestnet Portfolio Solutions, Inc.: 3,057,730 shares

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 43,744,607 shares

   Change vs previous 13F +1,211,974 shares

   1.2% of the 13F portfolio, value $4,369,211,324.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 35,977,259 shares
   • Envestnet Portfolio Solutions, Inc.: 7,767,348 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 42,532,633 shares

   Change vs previous 13F -30,645,308 shares

   1.14% of the 13F portfolio, value $4,263,896,532.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 35,061,214 shares
   • Envestnet Portfolio Solutions, Inc.: 7,471,419 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 73,177,941 shares

   Change vs previous 13F +7,822,273 shares

   1.96% of the 13F portfolio, value $7,259,236,411.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 54,218,326 shares
   • Envestnet Portfolio Solutions, Inc.: 18,959,615 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 65,355,668 shares

   Change vs previous 13F -2,923,511 shares

   1.92% of the 13F portfolio, value $6,464,982,633.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 48,489,412 shares
   • Envestnet Portfolio Solutions, Inc.: 16,866,256 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 68,279,179 shares

   Change vs previous 13F not available

   1.93% of the 13F portfolio, value $6,616,252,402.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 51,597,816 shares
   • Envestnet Portfolio Solutions, Inc.: 16,681,363 shares

   Acceptance time not in the bulk data set (spec §4.2).