Ownership history in Sharp Wealth Advisory, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in ISHARES CORE U.S. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 143,439 | +9,245 | +6.9% | 7.21% | $14.3M | $99.25 |
| 2025 Q3 | ADDED | 134,194 | +18,259 | +15.7% | 7.32% | $13.5M | $98.32 |
| 2025 Q2 | ADDED | 115,935 | +16,246 | +16.3% | 7.42% | $11.5M | $96.33 |
| 2025 Q1 | REDUCED | 99,689 | -1,764 | -1.7% | 7.55% | $9.9M | $95.12 |
| 2024 Q4 | ADDED | 101,453 | +10,218 | +11.2% | 7.46% | $9.8M | $92.59 |
| 2024 Q3 | ADDED | 91,235 | +22,899 | +33.5% | 7.13% | $9.2M | $95.55 |
| 2024 Q2 | INITIATED | 68,336 | — | — | 7.36% | $6.8M | — |
As of 2025 Q4 — sorted by position size