AGG I SHARES CORE US AGGREGATE BOND ETF

Ownership history in LCNB CORP  ·  36 quarters on record

This page tracks every 13F SEC filing in which LCNB CORP reported a position in I SHARES CORE US AGGREGATE BOND ETF (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
0.91% (2023 Q4)
Avg. % of fund
0.45%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,515 +31 +0.1% 0.82% $2.4M $99.25
2025 Q3 ADDED 24,484 +1,933 +8.6% 0.86% $2.5M $98.32
2025 Q2 REDUCED 22,551 -1,072 -4.5% 0.79% $2.2M $96.33
2025 Q1 UNCHANGED 23,623 0% 0.86% $2.3M $95.12
2024 Q4 ADDED 23,623 +204 +0.9% 0.83% $2.3M $92.59
2024 Q3 REDUCED 23,419 -525 -2.2% 0.84% $2.4M $95.55
2024 Q2 ADDED 23,944 +219 +0.9% 0.87% $2.3M $90.74
2024 Q1 ADDED 23,725 +460 +2.0% 0.84% $2.3M $90.72
2023 Q4 ADDED 23,265 +4,180 +21.9% 0.91% $2.3M $91.39
2023 Q3 ADDED 19,085 +8,640 +82.7% 0.79% $1.8M $85.61
26 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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