Advisor Resource Council’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 | – | Sell |
-38,596
| Closed | -$3.82M | – | 185 |
|
|
2025
Q1 | $3.82M | Buy |
38,596
+33,976
| +735% | +$3.36M | 0.31% | 84 |
|
|
2024
Q4 | $448K | Buy |
4,620
+1,052
| +29% | +$102K | 0.32% | 37 |
|
|
2024
Q3 | $361K | Buy |
+3,568
| New | +$361K | 0.16% | 153 |
|
|
2024
Q1 | – | Sell |
-3,308
| Closed | -$328K | – | 235 |
|
|
2023
Q4 | $328K | Buy |
+3,308
| New | +$328K | 0.04% | 327 |
|
|
2022
Q3 | – | Sell |
-5,775
| Closed | -$587K | – | 158 |
|
|
2022
Q2 | $587K | Buy |
+5,775
| New | +$587K | 0.05% | 266 |
|
|
2022
Q1 | – | Sell |
-9,846
| Closed | -$1.12M | – | 219 |
|
|
2021
Q4 | $1.12M | Buy |
9,846
+6,119
| +164% | +$699K | 0.09% | 224 |
|
|
2021
Q3 | $430K | Sell |
3,727
-3,903
| -51% | -$450K | 0.13% | 147 |
|
|
2021
Q2 | $880K | Buy |
+7,630
| New | +$880K | 0.09% | 222 |
|