AFAS
Acorn Financial Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Buy |
391,858
+10,135
| +3% | +$1.01M | 6.37% | 3 |
|
|
2025
Q1 | $37.8M | Sell |
381,723
-12,073
| -3% | -$1.19M | 6.83% | 3 |
|
|
2024
Q4 | $38.2M | Buy |
393,796
+5,284
| +1% | +$512K | 6.29% | 4 |
|
|
2024
Q3 | $39.3M | Buy |
388,512
+15,464
| +4% | +$1.57M | 6.97% | 3 |
|
|
2024
Q2 | $36.2M | Buy |
373,048
+35,225
| +10% | +$3.42M | 6.76% | 4 |
|
|
2024
Q1 | $33.1M | Buy |
337,823
+103,416
| +44% | +$10.1M | 6.25% | 6 |
|
|
2023
Q4 | $23.3M | Buy |
234,407
+59,435
| +34% | +$5.9M | 4.08% | 7 |
|
|
2023
Q3 | $16.5M | Buy |
174,972
+17,026
| +11% | +$1.6M | 2.94% | 10 |
|
|
2023
Q2 | $15.5M | Buy |
157,946
+4,188
| +3% | +$410K | 2.75% | 10 |
|
|
2023
Q1 | $15.3M | Buy |
+153,758
| New | +$15.3M | 2.98% | 10 |
|