Ownership history in COREPATH WEALTH PARTNERS LLC · 21 quarters on record
This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in ISHARES TR (IAGG). 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 | 43,701 | +2,249 | +5.4% | 1.47% | $2.2M | $49.90 |
| 2025 Q3 | ADDED | 41,452 | +1,832 | +4.6% | 1.54% | $2.1M | $49.60 |
| 2025 Q2 | ADDED | 39,620 | +2,342 | +6.3% | 1.71% | $2.0M | $49.46 |
| 2025 Q1 | ADDED | 37,278 | +1,796 | +5.1% | 1.80% | $1.9M | $48.40 |
| 2024 Q4 | ADDED | 35,482 | +2,865 | +8.8% | 1.71% | $1.8M | $48.33 |
| 2024 Q3 | ADDED | 32,617 | +1,034 | +3.3% | 1.64% | $1.7M | $48.12 |
| 2024 Q2 | ADDED | 31,583 | +555 | +1.8% | 1.67% | $1.6M | $46.35 |
| 2024 Q1 | REDUCED | 31,028 | -44,438 | -58.9% | 1.70% | $1.5M | $46.38 |
| 2023 Q4 | ADDED | 75,466 | +493 | +0.7% | 2.08% | $3.7M | $46.24 |
| 2023 Q3 | ADDED | 74,973 | +1,602 | +2.2% | 2.21% | $3.7M | $43.72 |
As of 2025 Q4 — sorted by position size