Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 25 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in ISHARES BARCLAYS AGGREGATE BOND (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 Q3 | ADDED | 108,042 | +1,352 | +1.3% | 4.16% | $10.8M | $98.32 |
| 2025 Q2 | ADDED | 106,690 | +1 | +0.0% | 4.59% | $10.6M | $96.33 |
| 2025 Q1 | ADDED | 106,689 | +1 | +0.0% | 4.84% | $10.6M | $95.12 |
| 2024 Q4 | ADDED | 106,688 | +5,572 | +5.5% | 4.58% | $10.3M | $92.59 |
| 2024 Q3 | ADDED | 101,116 | +18,574 | +22.5% | 4.63% | $10.2M | $95.55 |
| 2024 Q2 | ADDED | 82,542 | +12,751 | +18.3% | 3.89% | $8.0M | $90.74 |
| 2024 Q1 | ADDED | 69,791 | +10,961 | +18.6% | 3.62% | $6.8M | $90.72 |
| 2023 Q4 | ADDED | 58,830 | +2,152 | +3.8% | 3.35% | $5.8M | $91.39 |
| 2023 Q3 | ADDED | 56,678 | +9,851 | +21.0% | 3.26% | $5.3M | $85.61 |
| 2023 Q2 | ADDED | 46,827 | +5,846 | +14.3% | 2.59% | $4.6M | $88.45 |
As of 2025 Q4 — sorted by position size