ABLE Financial Group’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 | $952K | Sell |
9,601
-1,703
| -15% | -$169K | 0.23% | 82 |
|
|
2025
Q1 | $1.12M | Buy |
11,304
+1,372
| +14% | +$136K | 0.31% | 60 |
|
|
2024
Q4 | $962K | Sell |
9,932
-89,332
| -90% | -$8.66M | 0.28% | 68 |
|
|
2024
Q3 | $10.1M | Buy |
99,264
+6,221
| +7% | +$630K | 3.11% | 8 |
|
|
2024
Q2 | $9.03M | Buy |
93,043
+16,108
| +21% | +$1.56M | 3.26% | 7 |
|
|
2024
Q1 | $7.54M | Buy |
76,935
+6,848
| +10% | +$671K | 2.96% | 8 |
|
|
2023
Q4 | $6.96M | Sell |
70,087
-5,535
| -7% | -$549K | 3.01% | 9 |
|
|
2023
Q3 | $7.11M | Buy |
75,622
+5,734
| +8% | +$539K | 3.55% | 8 |
|
|
2023
Q2 | $6.85M | Buy |
69,888
+20,500
| +42% | +$2.01M | 3.54% | 7 |
|
|
2023
Q1 | $4.92M | Buy |
+49,388
| New | +$4.92M | 3.21% | 8 |
|