Ownership history in Transform Wealth, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Transform 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 Q1 | ADDED | 318,010 | +41,223 | +14.9% | 1.91% | $31.5M | $95.12 |
| 2024 Q4 | ADDED | 276,787 | +24,052 | +9.5% | 1.49% | $26.8M | $92.59 |
| 2024 Q3 | ADDED | 252,735 | +7,801 | +3.2% | 1.70% | $25.6M | $95.55 |
| 2024 Q2 | ADDED | 244,934 | +8,572 | +3.6% | 1.78% | $23.8M | $90.74 |
| 2024 Q1 | ADDED | 236,362 | +15,959 | +7.2% | 2.20% | $23.1M | $90.72 |
| 2023 Q4 | ADDED | 220,403 | +7,312 | +3.4% | 2.13% | $21.9M | $91.39 |
| 2023 Q3 | ADDED | 213,091 | +9,793 | +4.8% | 2.11% | $20.0M | $85.61 |
| 2023 Q2 | REDUCED | 203,298 | -4,290 | -2.1% | 1.79% | $19.9M | $88.45 |
| 2023 Q1 | ADDED | 207,588 | +46,699 | +29.0% | 1.95% | $20.7M | $89.29 |
| 2022 Q4 | ADDED | 160,889 | +74,003 | +85.2% | 1.75% | $15.6M | $86.50 |
As of 2025 Q4 — sorted by position size