AGG — ISHARES TR

Ownership history in Bowman & Co S.C.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Bowman & Co S.C. 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
14.71% (2023 Q3)
Avg. % of fund
9.48%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 87,965 -11,010 -11.1% 3.70% $8.8M $99.25
2025 Q3 REDUCED 98,975 -3,018 -3.0% 4.19% $9.9M $98.32
2025 Q2 ADDED 101,993 +281 +0.3% 4.51% $10.1M $96.33
2025 Q1 REDUCED 101,712 -110,616 -52.1% 4.94% $10.1M $95.12
13 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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