Ownership history in &PARTNERS · 19 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS 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 | ADDED | 3,444,118 | +314,559 | +10.1% | 1.81% | $346.4M | $99.25 |
| 2025 Q3 | ADDED | 3,129,559 | +507,816 | +19.4% | 2.02% | $315.5M | $98.32 |
| 2025 Q2 | ADDED | 2,621,743 | +646,968 | +32.8% | 2.00% | $261.1M | $96.33 |
| 2025 Q1 | ADDED | 1,974,775 | +374,146 | +23.4% | 2.08% | $195.7M | $95.12 |
As of 2025 Q4 — sorted by position size