Fairview Capital Investment Management, LLC / AGG
Fairview Capital Investment Management, LLC’s Ishares Tr Position
Does Fairview Capital Investment Management, LLC own Ishares Tr (AGG)? Yes — 281.8K shares worth $28M (+1.52% of its 13F portfolio) as of Q1 2026, down from 283.7K shares the prior filed quarter.
Position Value
$28M
Q1 2026
Shares
281.8K
% of Portfolio
+1.52%
Quarters Held
30
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 281.8K | $28M | +1.52% |
| Q4 2025 | 283.7K | $28M | +1.46% |
| Q3 2025 | 283.8K | $28M | +1.44% |
| Q2 2025 | 290.8K | $29M | +1.49% |
| Q1 2025 | 293.8K | $29M | +1.54% |
| Q4 2024 | 276.7K | $27M | +1.39% |
| Q3 2024 | 249.3K | $25M | +1.37% |
| Q2 2024 | 238.1K | $23M | +1.30% |
| Q1 2024 | 198.8K | $19M | +1.10% |
| Q4 2023 | 136.3K | $14M | +0.81% |
| Q3 2023 | 143.0K | $13M | +0.86% |
| Q2 2023 | 130.6K | $13M | +0.81% |
| Q1 2023 | 134.3K | $13M | +0.87% |
| Q4 2022 | 115.9K | $11M | +0.77% |
| Q3 2022 | 148.3K | $14M | +1.02% |
| Q2 2022 | 153.1K | $16M | +1.08% |
| Q1 2022 | 168.0K | $18M | +1.12% |
| Q4 2021 | 194.4K | $22M | +1.42% |
| Q3 2021 | 196.6K | $23M | +1.54% |
| Q2 2021 | 206.5K | $24M | +1.64% |
| Q1 2021 | 245.2K | $28M | +1.00% |
| Q4 2020 | 253.7K | $30M | +1.23% |
| Q3 2020 | 254.5K | $30M | +1.41% |
| Q2 2020 | 217.6K | $26M | +1.24% |
| Q1 2020 | 148.0K | $17M | +1.01% |
| Q4 2019 | 121.5K | $14M | +0.67% |
| Q3 2019 | 106.3K | $12M | +0.60% |
| Q2 2019 | 74.6K | $8M | +0.42% |
| Q1 2019 | 72.9K | $8M | +0.43% |
| Q4 2018 | 84.4K | $9M | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fairview Capital Investment Management, LLC’s full portfolio or all institutional holders of AGG.