Appleton Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,005
| Closed | -$201K | – | 264 |
|
|
2025
Q3 | $201K | Sell |
2,005
-298
| -13% | -$29.6K | 0.01% | 254 |
|
|
2025
Q2 | $228K | Buy |
2,303
+218
| +10% | +$21.4K | 0.02% | 237 |
|
|
2025
Q1 | $206K | Buy |
+2,085
| New | +$204K | 0.02% | 236 |
|
|
2024
Q2 | – | Sell |
-2,070
| Closed | -$203K | – | 260 |
|
|
2024
Q1 | $203K | Sell |
2,070
-830
| -29% | -$81.2K | 0.02% | 269 |
|
|
2023
Q4 | $288K | Sell |
2,900
-1,000
| -26% | -$95.2K | 0.02% | 252 |
|
|
2023
Q3 | $367K | Sell |
3,900
-45
| -1% | -$4.33K | 0.03% | 223 |
|
|
2023
Q2 | $386K | Sell |
3,945
-994
| -20% | -$98.3K | 0.03% | 219 |
|
|
2023
Q1 | $492K | Sell |
4,939
-182
| -4% | -$18K | 0.04% | 204 |
|
|
2022
Q4 | $497K | Sell |
5,121
-2,119
| -29% | -$205K | 0.05% | 204 |
|
|
2022
Q3 | $698K | Sell |
7,240
-2,194
| -23% | -$222K | 0.07% | 174 |
|
|
2022
Q2 | $959K | Sell |
9,434
-1,377
| -13% | -$141K | 0.09% | 151 |
|
|
2022
Q1 | $1.16M | Sell |
10,811
-418
| -4% | -$46K | 0.09% | 151 |
|
|
2021
Q4 | $1.28M | Sell |
11,229
-1,637
| -13% | -$187K | 0.1% | 149 |
|
|
2021
Q3 | $1.48M | Sell |
12,866
-138
| -1% | -$16K | 0.12% | 138 |
|
|
2021
Q2 | $1.5M | Sell |
13,004
-162
| -1% | -$18.6K | 0.13% | 135 |
|
|
2021
Q1 | $1.5M | Sell |
13,166
-635
| -5% | -$73.5K | 0.14% | 131 |
|
|
2020
Q4 | $1.63M | Sell |
13,801
-237
| -2% | -$27.9K | 0.16% | 119 |
|
|
2020
Q3 | $1.66M | Sell |
14,038
-69
| -0.5% | -$8.19K | 0.18% | 107 |
|
|
2020
Q2 | $1.67M | Sell |
14,107
-170
| -1% | -$19.9K | 0.2% | 105 |
|
|
2020
Q1 | $1.65M | Buy |
14,277
+431
| +3% | +$49.1K | 0.23% | 98 |
|
|
2019
Q4 | $1.56M | Sell |
13,846
-3,623
| -21% | -$408K | 0.17% | 125 |
|
|
2019
Q3 | $1.98M | Sell |
17,469
-12,845
| -42% | -$1.44M | 0.24% | 104 |
|
|
2019
Q2 | $3.38M | Sell |
30,314
-14,975
| -33% | -$1.64M | 0.42% | 65 |
|
|
2019
Q1 | $4.94M | Sell |
45,289
-16,167
| -26% | -$1.73M | 0.65% | 44 |
|
|
2018
Q4 | $6.54M | Sell |
61,456
-39,451
| -39% | -$4.14M | 0.98% | 27 |
|
|
2018
Q3 | $10.6M | Sell |
100,907
-1,980
| -2% | -$210K | 1.42% | 12 |
|
|
2018
Q2 | $10.9M | Sell |
102,887
-926
| -0.9% | -$98.2K | 1.57% | 10 |
|
|
2018
Q1 | $11.1M | Sell |
103,813
-6,232
| -6% | -$669K | 1.69% | 8 |
|
|
2017
Q4 | $12M | Sell |
110,045
-1,219
| -1% | -$133K | 1.87% | 7 |
|
|
2017
Q3 | $12.2M | Buy |
111,264
+3,197
| +3% | +$351K | 2.05% | 7 |
|
|
2017
Q2 | $11.8M | Buy |
108,067
+6,280
| +6% | +$686K | 1.99% | 7 |
|
|
2017
Q1 | $11M | Buy |
+101,787
| New | +$11M | 2.03% | 7 |
|
Other funds holding AGG
Appleton Partners's AGG Position: Q4 2025 in Review
Appleton Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,005 shares — an estimated $201K sold.
Appleton Partners first reported a position in AGG in Q1 2017 and held it in 32 quarters. The position peaked at $12.2M in Q3 2017. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.
- Appleton Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
- Appleton Partners sold 2,005 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $201K.
- Appleton Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and held it in 32 quarters.
- Appleton Partners's iShares Core US Aggregate Bond ETF position peaked at $12.2M in Q3 2017.
- 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.
Based on Appleton Partners's 13F filing for Q4 2025, filed 9 Jan 2026.