AGG β€” ISHARES TR

Ownership history in Destiny Capital Corp/CO  Β·  11 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported ISHARES TR (AGG) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.91% in 2024 Q3. The latest visible filing shows AGG at 4.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Capital Corp/CO's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGG was reported at 4.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.91% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Destiny Capital Corp/CO held AGG β€” position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 78,437 +1,525 +2.0% 4.03% $7.8M 2026-02-14 (Est.) $100.33
2025 Q3 ADDED 76,912 +2,765 +3.7% 4.20% $7.7M 2025-10-31 $98.59
2025 Q2 ADDED 74,147 +1,205 +1.7% 4.44% $7.4M 2025-08-06 $96.65
2025 Q1 REDUCED 72,942 -25,322 -25.8% 4.92% $7.2M 2025-04-16 $94.34
2024 Q4 ADDED 98,264 +1,075 +1.1% 5.78% $9.5M 2025-01-31 $92.75
2024 Q3 ADDED 97,189 +14,632 +17.7% 5.91% $9.5M 2024-11-06 $92.34
2024 Q2 ADDED 82,557 +13,778 +20.0% 5.48% $8.0M 2024-08-13 $93.85
2024 Q1 ADDED 68,779 +8,211 +13.6% 4.70% $6.7M 2024-05-06 $89.40
2023 Q4 ADDED 60,568 +50,811 +520.8% 4.20% $6.0M 2024-02-12 $89.88
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destiny Capital Corp/CO reported owning AGG?

Destiny Capital Corp/CO reported AGG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AGG position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for AGG was 5.91% in 2024 Q3.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 78,437 shares, equal to 4.03% of portfolio, with an estimated market value of $7.8M.

What does the chart on this AGG ownership page compare?

The chart compares Destiny Capital Corp/CO's quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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