Ownership history in Rede Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,984 | -394 | -2.7% | 0.49% | $1.4M | $99.25 |
| 2025 Q2 | ADDED | 14,378 | +1,071 | +8.0% | 0.51% | $1.4M | $96.33 |
| 2025 Q1 | REDUCED | 13,307 | -8 | -0.1% | 0.46% | $1.3M | $95.12 |
| 2024 Q4 | REDUCED | 13,315 | -652 | -4.7% | 0.49% | $1.3M | $92.59 |
| 2024 Q3 | REDUCED | 13,967 | -58 | -0.4% | 0.54% | $1.4M | $95.55 |
| 2024 Q2 | ADDED | 14,025 | +329 | +2.4% | 1.25% | $1.4M | $90.74 |
| 2024 Q1 | ADDED | 13,696 | +717 | +5.5% | 0.56% | $1.3M | $90.72 |
| 2023 Q4 | REDUCED | 12,979 | -8,575 | -39.8% | 0.61% | $1.3M | $91.39 |
| 2023 Q3 | REDUCED | 21,554 | -1,083 | -4.8% | 1.02% | $2.0M | $85.61 |
| 2023 Q2 | REDUCED | 22,637 | -917 | -3.9% | 1.05% | $2.2M | $88.45 |
As of 2025 Q4 — sorted by position size