AGG iShares Core US Aggregate Bond

Ownership history in CONNABLE OFFICE INC  ·  32 quarters on record

AI Ownership Summary

CONNABLE OFFICE INC reported iShares Core US Aggregate Bond (AGG) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.94% in 2025 Q2. The latest visible filing shows AGG at 2.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONNABLE OFFICE INC's position in iShares Core US Aggregate Bond, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGG was reported at 2.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.94% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONNABLE OFFICE INC held AGG — position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 263,590 -128,984 -32.9% 2.41% $26.3M 2026-02-14 (Est.) $100.68
2025 Q3 REDUCED 392,574 -8,524 -2.1% 3.65% $39.4M 2025-11-06 $98.95
2025 Q2 ADDED 401,098 +119,947 +42.7% 3.94% $39.8M 2025-08-05 $97.02
2025 Q1 ADDED 281,151 +8,073 +3.0% 2.96% $27.8M 2025-05-09 $94.62
2024 Q4 REDUCED 273,078 -28,742 -9.5% 2.74% $26.5M 2025-02-05 $93.82
2024 Q3 ADDED 301,820 +2,880 +1.0% 3.08% $30.6M 2024-11-06 $92.65
2024 Q2 REDUCED 298,940 -19,579 -6.1% 3.12% $29.0M 2024-08-07 $93.45
2024 Q1 ADDED 318,519 +145,615 +84.2% 3.53% $31.2M 2024-04-30 $88.47
2023 Q4 REDUCED 172,904 -4,509 -2.5% 2.08% $17.2M 2024-02-12 $90.18
2023 Q3 ADDED 177,413 +2,103 +1.2% 2.29% $16.7M 2023-11-08 $86.55
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CONNABLE OFFICE INC and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONNABLE OFFICE INC reported owning AGG?

CONNABLE OFFICE INC reported AGG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AGG position in CONNABLE OFFICE INC's portfolio?

The largest reported portfolio weight for AGG was 3.94% in 2025 Q2.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2025 Q4, when CONNABLE OFFICE INC reported 263,590 shares, equal to 2.41% of portfolio, with an estimated market value of $26.3M.

What does the chart on this AGG ownership page compare?

The chart compares CONNABLE OFFICE INC's quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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