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.
| 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 |
| 2024 Q4 | ADDED | 212,328 | +2,969 | +1.4% | 10.63% | $20.6M | $92.59 |
| 2024 Q3 | REDUCED | 209,359 | -205 | -0.1% | 11.13% | $21.2M | $95.55 |
| 2024 Q2 | ADDED | 209,564 | +3,464 | +1.7% | 11.76% | $20.3M | $90.74 |
| 2024 Q1 | ADDED | 206,100 | +7,634 | +3.8% | 12.18% | $20.2M | $90.72 |
| 2023 Q4 | ADDED | 198,466 | +1,945 | +1.0% | 13.71% | $19.7M | $91.39 |
| 2023 Q3 | ADDED | 196,521 | +37,655 | +23.7% | 14.71% | $18.5M | $85.61 |
As of 2025 Q4 — sorted by position size