AGG ISHARES TR

Ownership history in First Washington CORP  ·  7 quarters on record

This page tracks every 13F SEC filing in which First Washington CORP 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.

Peak position
13.33% (2025 Q1)
Avg. % of fund
8.61%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 297,782 0% 7.70% $29.7M $99.25
2025 Q3 REDUCED 297,782 -85,985 -22.4% 8.00% $29.9M $98.32
2025 Q2 UNCHANGED 383,767 0% 12.27% $38.1M $96.33
2025 Q1 ADDED 383,767 +59,448 +18.3% 13.33% $38.0M $95.12
2024 Q4 ADDED 324,319 +221,469 +215.3% 11.11% $31.4M $92.59
2024 Q3 UNCHANGED 102,850 0% 4.14% $10.4M $95.55
2024 Q2 INITIATED 102,850 3.70% $10.0M
% of Fund (quarterly)    AGG price (monthly, adj. close)
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