AGG — ISHARES TR

Ownership history in Capstone Financial Advisors, Inc.  ·  33 quarters on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, Inc. 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
7.36% (2016 Q4)
Avg. % of fund
0.98%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 88,045 -2,856 -3.1% 0.47% $8.8M $99.25
2025 Q3 REDUCED 90,901 -28 -0.0% 0.49% $9.1M $98.32
2025 Q2 REDUCED 90,929 -4,899 -5.1% 0.52% $9.0M $96.33
2025 Q1 ADDED 95,828 +546 +0.6% 0.59% $9.5M $95.12
29 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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