Abel Hall LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $449K | Sell |
4,523
-1,576
| -26% | -$156K | 0.21% | 99 |
|
2025
Q1 | $603K | Sell |
6,099
-587
| -9% | -$58.1K | 0.36% | 44 |
|
2024
Q4 | $648K | Sell |
6,686
-84
| -1% | -$8.14K | 0.41% | 35 |
|
2024
Q3 | $686K | Sell |
6,770
-83
| -1% | -$8.41K | 0.45% | 35 |
|
2024
Q2 | $665K | Sell |
6,853
-2,549
| -27% | -$247K | 0.47% | 33 |
|
2024
Q1 | $921K | Sell |
9,402
-262
| -3% | -$25.7K | 0.69% | 22 |
|
2023
Q4 | $959K | Buy |
+9,664
| New | +$959K | 0.82% | 21 |
|