Ownership history in BCS Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in ISHARES TR (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 246,808 | +137,238 | +125.3% | 2.49% | $24.7M | $99.25 |
| 2025 Q3 | ADDED | 109,570 | +21,310 | +24.1% | 2.48% | $11.0M | $98.32 |
| 2025 Q2 | ADDED | 88,260 | +15,268 | +20.9% | 1.88% | $8.8M | $96.33 |
| 2025 Q1 | ADDED | 72,992 | +14,033 | +23.8% | 1.86% | $7.2M | $95.12 |
| 2024 Q4 | ADDED | 58,959 | +24,047 | +68.9% | 1.42% | $5.7M | $92.59 |
| 2024 Q1 | ADDED | 34,912 | +10,131 | +40.9% | 1.10% | $3.4M | $90.72 |
| 2023 Q4 | ADDED | 24,781 | +19,033 | +331.1% | 0.91% | $2.5M | $91.39 |
| 2023 Q3 | INITIATED | 5,748 | — | — | 0.23% | $541K | — |
As of 2025 Q4 — sorted by position size