Ownership history in Kooman & Associates · 13 quarters on record
This page tracks every 13F SEC filing in which Kooman & Associates 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 | 124,302 | +1,976 | +1.6% | 1.84% | $6.2M | $49.90 |
| 2025 Q3 | REDUCED | 122,326 | -5,336 | -4.2% | 1.93% | $6.3M | $49.60 |
| 2025 Q2 | REDUCED | 127,662 | -7,037 | -5.2% | 2.20% | $6.5M | $49.46 |
| 2025 Q1 | REDUCED | 134,699 | -81,244 | -37.6% | 2.47% | $6.7M | $48.40 |
| 2024 Q4 | REDUCED | 215,943 | -24 | -0.0% | 3.90% | $10.8M | $48.33 |
| 2024 Q3 | ADDED | 215,967 | +2,027 | +0.9% | 4.13% | $11.2M | $48.12 |
| 2024 Q2 | ADDED | 213,940 | +3,984 | +1.9% | 4.29% | $10.7M | $46.35 |
| 2024 Q1 | ADDED | 209,956 | +5,910 | +2.9% | 4.37% | $10.5M | $46.38 |
| 2023 Q4 | REDUCED | 204,046 | -8,241 | -3.9% | 4.55% | $10.2M | $46.24 |
| 2023 Q3 | REDUCED | 212,287 | -3,797 | -1.8% | 5.24% | $10.4M | $43.72 |
As of 2025 Q4 — sorted by position size