Ownership history in Aspect Partners, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in ISHARES CORE U.S. AGGREGATE BOND ETF (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 Q4 | ADDED | 51,843 | +3,064 | +6.3% | 2.27% | $5.2M | $99.25 |
| 2025 Q3 | ADDED | 48,779 | +5,548 | +12.8% | 2.22% | $4.9M | $98.32 |
| 2025 Q2 | ADDED | 43,231 | +3,405 | +8.5% | 2.11% | $4.3M | $96.33 |
| 2025 Q1 | ADDED | 39,826 | +4,948 | +14.2% | 2.26% | $3.9M | $95.12 |
| 2024 Q4 | REDUCED | 34,878 | -1,377 | -3.8% | 1.95% | $3.4M | $92.59 |
| 2024 Q3 | REDUCED | 36,255 | -4,269 | -10.5% | 2.06% | $3.7M | $95.55 |
| 2024 Q2 | REDUCED | 40,524 | -3,661 | -8.3% | 2.34% | $3.9M | $90.74 |
| 2024 Q1 | ADDED | 44,185 | +520 | +1.2% | 3.41% | $4.3M | $90.72 |
| 2023 Q4 | INITIATED | 43,665 | — | — | 2.79% | $4.3M | — |
As of 2025 Q4 — sorted by position size