AGG — ISHARES TR

Ownership history in APPLETON PARTNERS INC/MA  ·  32 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA 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.

Peak position
2.05% (2017 Q3)
Avg. % of fund
0.53%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,005 -298 -12.9% 0.01% $201K $98.32
2025 Q2 ADDED 2,303 +218 +10.5% 0.02% $228K $96.33
2025 Q1 ADDED 2,085 +15 +0.7% 0.02% $206K $95.12
2024 Q1 REDUCED 2,070 -830 -28.6% 0.02% $203K $90.72
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AGG price (monthly, adj. close)

Other funds also holding AGG

As of 2025 Q4 — sorted by position size

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