Acropolis Investment Management’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 | $1.54M | Sell |
15,559
-656
| -4% | -$65.1K | 0.08% | 81 |
|
|
2025
Q1 | $1.6M | Sell |
16,215
-788
| -5% | -$77.9K | 0.1% | 78 |
|
|
2024
Q4 | $1.65M | Sell |
17,003
-1,214
| -7% | -$118K | 0.1% | 77 |
|
|
2024
Q3 | $1.84M | Buy |
18,217
+302
| +2% | +$30.6K | 0.11% | 73 |
|
|
2024
Q2 | $1.74M | Sell |
17,915
-397
| -2% | -$38.5K | 0.11% | 71 |
|
|
2024
Q1 | $1.79M | Sell |
18,312
-502
| -3% | -$49.2K | 0.12% | 70 |
|
|
2023
Q4 | $1.87M | Sell |
18,814
-1,258
| -6% | -$125K | 0.13% | 59 |
|
|
2023
Q3 | $1.89M | Sell |
20,072
-172
| -0.8% | -$16.2K | 0.15% | 60 |
|
|
2023
Q2 | $1.98M | Sell |
20,244
-733
| -3% | -$71.8K | 0.16% | 63 |
|
|
2023
Q1 | $2.09M | Sell |
20,977
-2,204
| -10% | -$220K | 0.17% | 56 |
|
|
2022
Q4 | $2.25M | Sell |
23,181
-4,235
| -15% | -$411K | 0.2% | 44 |
|
|
2022
Q3 | $2.64M | Sell |
27,416
-11,359
| -29% | -$1.09M | 0.27% | 41 |
|
|
2022
Q2 | $3.94M | Sell |
38,775
-12,164
| -24% | -$1.24M | 0.39% | 28 |
|
|
2022
Q1 | $5.46M | Sell |
50,939
-5,185
| -9% | -$555K | 0.5% | 24 |
|
|
2021
Q4 | $6.4M | Sell |
56,124
-1,991
| -3% | -$227K | 0.58% | 19 |
|
|
2021
Q3 | $6.5M | Sell |
58,115
-958
| -2% | -$107K | 0.77% | 17 |
|
|
2021
Q2 | $6.81M | Buy |
59,073
+354
| +0.6% | +$40.8K | 0.66% | 17 |
|
|
2021
Q1 | $6.68M | Buy |
58,719
+1,084
| +2% | +$123K | 0.68% | 18 |
|
|
2020
Q4 | $6.81M | Sell |
57,635
-8,706
| -13% | -$1.03M | 0.75% | 18 |
|
|
2020
Q3 | $7.83M | Sell |
66,341
-214
| -0.3% | -$25.3K | 0.97% | 15 |
|
|
2020
Q2 | $7.87M | Sell |
66,555
-873
| -1% | -$103K | 1.04% | 14 |
|
|
2020
Q1 | $7.78M | Sell |
67,428
-5,868
| -8% | -$677K | 1.22% | 12 |
|
|
2019
Q4 | $8.24M | Sell |
73,296
-9,809
| -12% | -$1.1M | 1.14% | 11 |
|
|
2019
Q3 | $9.36M | Sell |
83,105
-2,945
| -3% | -$332K | 1.35% | 11 |
|
|
2019
Q2 | $9.58M | Sell |
86,050
-4,074
| -5% | -$454K | 1.46% | 11 |
|
|
2019
Q1 | $9.83M | Buy |
90,124
+7,112
| +9% | +$776K | 1.55% | 11 |
|
|
2018
Q4 | $8.84M | Sell |
83,012
-11,970
| -13% | -$1.27M | 1.54% | 11 |
|
|
2018
Q3 | $10M | Sell |
94,982
-2,703
| -3% | -$285K | 1.61% | 10 |
|
|
2018
Q2 | $10.4M | Sell |
97,685
-1,804
| -2% | -$192K | 1.71% | 10 |
|
|
2018
Q1 | $10.7M | Sell |
99,489
-2,437
| -2% | -$261K | 1.74% | 10 |
|
|
2017
Q4 | $11.1M | Sell |
101,926
-1,224
| -1% | -$134K | 1.71% | 10 |
|
|
2017
Q3 | $11.3M | Sell |
103,150
-2,099
| -2% | -$230K | 1.85% | 10 |
|
|
2017
Q2 | $11.5M | Sell |
105,249
-5,088
| -5% | -$557K | 1.95% | 10 |
|
|
2017
Q1 | $12M | Sell |
110,337
-1,771
| -2% | -$192K | 2.09% | 10 |
|
|
2016
Q4 | $12.1M | Sell |
112,108
-2,231
| -2% | -$241K | 2.24% | 10 |
|
|
2016
Q3 | $12.9M | Sell |
114,339
-3,543
| -3% | -$398K | 2.38% | 10 |
|
|
2016
Q2 | $13.3M | Sell |
117,882
-4,144
| -3% | -$467K | 2.51% | 9 |
|
|
2016
Q1 | $13.5M | Sell |
122,026
-12,753
| -9% | -$1.41M | 2.6% | 10 |
|
|
2015
Q4 | $14.6M | Sell |
134,779
-5,795
| -4% | -$626K | 2.9% | 10 |
|
|
2015
Q3 | $15.4M | Sell |
140,574
-14,360
| -9% | -$1.57M | 3.18% | 9 |
|
|
2015
Q2 | $16.9M | Sell |
154,934
-5,997
| -4% | -$652K | 3.3% | 10 |
|
|
2015
Q1 | $17.9M | Sell |
160,931
-2,018
| -1% | -$225K | 3.35% | 9 |
|
|
2014
Q4 | $17.9M | Sell |
162,949
-9,593
| -6% | -$1.06M | 3.48% | 9 |
|
|
2014
Q3 | $18.8M | Sell |
172,542
-1,980
| -1% | -$216K | 3.75% | 8 |
|
|
2014
Q2 | $19.1M | Sell |
174,522
-2,656
| -1% | -$291K | 3.85% | 7 |
|
|
2014
Q1 | $19.1M | Buy |
177,178
+1,827
| +1% | +$197K | 3.91% | 7 |
|
|
2013
Q4 | $18.7M | Sell |
175,351
-12,547
| -7% | -$1.34M | 4.04% | 7 |
|
|
2013
Q3 | $20.1M | Sell |
187,898
-13,981
| -7% | -$1.5M | 4.21% | 7 |
|
|
2013
Q2 | $21.6M | Buy |
+201,879
| New | +$21.6M | 4.69% | 6 |
|