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Disclosery

First Citizens Asset Management, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Asset Management, Inc. on AGG, newest first. How the timeline and the estimate are built.

First Citizens Asset Management, Inc. held 312,802 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,802 shares
    Change vs previous 13F +3,963 shares

    9.9% of the 13F portfolio, value $30,961,142.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 308,839 shares
    Change vs previous 13F +12,163 shares

    10.87% of the 13F portfolio, value $30,658,448.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 296,676 shares
    Change vs previous 13F -1,156 shares

    10.36% of the 13F portfolio, value $29,631,982.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 297,832 shares
    Change vs previous 13F -358,319 shares

    10.59% of the 13F portfolio, value $29,857,658.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 656,151 shares
    Change vs previous 13F -3,791 shares

    23.08% of the 13F portfolio, value $65,090,156.

    13F-HR/A 0001964116-26-000013 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 659,942 shares
    Change vs previous 13F +3,032 shares

    25.39% of the 13F portfolio, value $65,281,482.

    13F-HR/A 0001964116-26-000012 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 656,910 shares
    Change vs previous 13F -3,027 shares

    23.29% of the 13F portfolio, value $63,654,532.

    13F-HR/A 0001964116-26-000011 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 659,937 shares
    Change vs previous 13F not available

    23.75% of the 13F portfolio, value $66,831,790.

    13F-HR/A 0001964116-26-000010 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).