Ownership history in FC Advisory LLC · 38 quarters on record
This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in iShares Tr Barclays Aggregate Bond Fd (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 | 144,198 | +4,271 | +3.1% | 4.14% | $14.4M | $99.25 |
| 2025 Q3 | ADDED | 139,927 | +1,448 | +1.0% | 4.10% | $14.0M | $98.32 |
| 2025 Q2 | REDUCED | 138,479 | -8 | -0.0% | 4.24% | $13.7M | $96.33 |
| 2025 Q1 | ADDED | 138,487 | +2,245 | +1.6% | 4.63% | $13.7M | $95.12 |
| 2024 Q4 | ADDED | 136,242 | +4,041 | +3.1% | 4.42% | $13.2M | $92.59 |
| 2024 Q3 | ADDED | 132,201 | +9,758 | +8.0% | 4.50% | $13.4M | $95.55 |
| 2024 Q2 | REDUCED | 122,443 | -381 | -0.3% | 4.36% | $11.9M | $90.74 |
| 2024 Q1 | ADDED | 122,824 | +2,525 | +2.1% | 4.43% | $12.0M | $90.72 |
| 2023 Q4 | REDUCED | 120,299 | -3,538 | -2.9% | 4.62% | $11.9M | $91.39 |
| 2023 Q3 | ADDED | 123,837 | +286 | +0.2% | 4.90% | $11.6M | $85.61 |
As of 2025 Q4 — sorted by position size