Adero Partners’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
Q1 | $317K | Buy |
3,200
+1,000
| +45% | +$98.9K | 0.02% | 167 |
|
|
2024
Q4 | $213K | Sell |
2,200
-389
| -15% | -$37.7K | 0.01% | 224 |
|
|
2024
Q3 | $262K | Buy |
2,589
+389
| +18% | +$39.4K | 0.02% | 187 |
|
|
2024
Q2 | $214K | Hold |
2,200
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $215K | Hold |
2,200
| – | – | 0.02% | 182 |
|
|
2023
Q4 | $218K | Sell |
2,200
-586
| -21% | -$58.2K | 0.02% | 176 |
|
|
2023
Q3 | $262K | Buy |
+2,786
| New | +$262K | 0.03% | 150 |
|