AGG — ISHARES CORE US

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in ISHARES CORE US (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
1.83% (2025 Q1)
Avg. % of fund
0.73%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 50,174 +6,583 +15.1% 1.81% $5.0M $99.25
2025 Q3 ADDED 43,591 +753 +1.8% 1.65% $4.4M $98.32
2025 Q2 ADDED 42,838 +2,322 +5.7% 1.74% $4.2M $96.33
2025 Q1 ADDED 40,516 +1,073 +2.7% 1.83% $4.0M $95.12
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AGG price (monthly, adj. close)

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As of 2025 Q4 — sorted by position size

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