AGG β€” ISHARES TR

Ownership history in Gridiron Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

Gridiron Partners, LLC reported ISHARES TR (AGG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 27.19% in 2025 Q4. The latest visible filing shows AGG at 27.19% 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.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gridiron Partners, LLC's position in ISHARES TR, 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 27.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
27.19% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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 Gridiron Partners, LLC held AGG β€” position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 477,814 +2,567 +0.5% 27.19% $47.7M 2026-02-14 (Est.) $100.33
2025 Q3 ADDED 475,247 +49,622 +11.7% 27.07% $47.64B 2025-10-14 $98.82
2025 Q2 ADDED 425,625 +19,088 +4.7% 26.20% $42.2M 2025-07-14 $95.19
2025 Q1 UNCHANGED 406,537 β€” 0% 25.73% $40.2M 2025-04-11 $93.30
2024 Q4 UNCHANGED 406,537 β€” 0% 24.95% $39.4M 2025-01-15 $92.09
2024 Q3 ADDED 406,537 +5,000 +1.2% 24.93% $41.2M 2024-11-14 $92.40
2024 Q2 ADDED 401,537 +3,046 +0.8% 24.82% $39.0M 2024-07-23 $91.59
2024 Q1 ADDED 398,491 +110,799 +38.5% 24.88% $39.0M 2024-05-13 $89.43
2023 Q4 INITIATED 287,692 β€” β€” 20.15% $28.6M 2024-02-12 $89.88

FAQ About Gridiron Partners, LLC and AGG

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

How long has Gridiron Partners, LLC reported owning AGG?

Gridiron Partners, LLC reported AGG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AGG position in Gridiron Partners, LLC's portfolio?

The largest reported portfolio weight for AGG was 27.19% in 2025 Q4.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2025 Q4, when Gridiron Partners, LLC reported 477,814 shares, equal to 27.19% of portfolio, with an estimated market value of $47.7M.

What does the chart on this AGG ownership page compare?

The chart compares Gridiron Partners, LLC'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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