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.
| 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 |
| 2023 Q4 | REDUCED | 2,900 | -1,000 | -25.6% | 0.02% | $288K | $91.39 |
| 2023 Q3 | REDUCED | 3,900 | -45 | -1.1% | 0.03% | $367K | $85.61 |
| 2023 Q2 | REDUCED | 3,945 | -994 | -20.1% | 0.03% | $386K | $88.45 |
| 2023 Q1 | REDUCED | 4,939 | -182 | -3.6% | 0.04% | $492K | $89.29 |
| 2022 Q4 | REDUCED | 5,121 | -2,119 | -29.3% | 0.05% | $497K | $86.50 |
| 2022 Q3 | REDUCED | 7,240 | -2,194 | -23.3% | 0.07% | $698K | $85.15 |
As of 2025 Q4 — sorted by position size