Family Firm, Inc.’s Ishares Tr Position
Does Family Firm, Inc. own Ishares Tr (AGG)? Yes — 60.6K shares worth $6M (+1.45% of its 13F portfolio) as of Q2 2025, up from 56.1K shares the prior filed quarter.
Position Value
$6M
Q2 2025
Shares
60.6K
% of Portfolio
+1.45%
Quarters Held
27
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 60.6K | $6M | +1.45% |
| Q1 2025 | 56.1K | $6M | +1.24% |
| Q4 2024 | 54.8K | $5M | +1.18% |
| Q3 2024 | 54.3K | $5M | +1.20% |
| Q2 2024 | 55.8K | $5M | +1.21% |
| Q1 2024 | 54.2K | $5M | +1.29% |
| Q4 2023 | 50.8K | $5M | +1.30% |
| Q3 2023 | 50.5K | $5M | +1.33% |
| Q2 2023 | 51.3K | $5M | +1.33% |
| Q1 2023 | 51.3K | $5M | +1.41% |
| Q4 2022 | 47.5K | $5M | +1.35% |
| Q3 2022 | 61.3K | $7M | +1.72% |
| Q2 2022 | 59.9K | $7M | +1.77% |
| Q1 2022 | 59.9K | $7M | +1.77% |
| Q4 2021 | 59.9K | $7M | +1.77% |
| Q3 2021 | 56.5K | $6M | +1.69% |
| Q2 2021 | 56.3K | $6M | +1.77% |
| Q1 2021 | 54.9K | $6M | +1.80% |
| Q4 2020 | 53.5K | $6M | +1.87% |
| Q3 2020 | 54.9K | $6M | +2.32% |
| Q2 2020 | 54.7K | $6M | +2.42% |
| Q1 2020 | 57.3K | $7M | +2.81% |
| Q4 2019 | 58.3K | $7M | +2.22% |
| Q3 2019 | 59.2K | $7M | +2.38% |
| Q2 2019 | 59.5K | $7M | +2.34% |
| Q1 2019 | 61.3K | $7M | +2.43% |
| Q4 2018 | 66.5K | $7M | +2.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Family Firm, Inc.’s full portfolio or all institutional holders of AGG.