Advisornet Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advisornet Financial’s Portfolio AGG Stock Details AGG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30.2M	Buy	304,871 +14,061	+5%	+$1.39M	1.95%	4
2025 Q1	$28.8M	Buy	290,810 +28,702	+11%	+$2.84M	2.14%	2
2024 Q4	$25.4M	Buy	262,108 +57,365	+28%	+$5.56M	2.13%	3
2024 Q3	$20.7M	Buy	204,743 +47,700	+30%	+$4.83M	1.55%	8
2024 Q2	$15.2M	Buy	157,043 +24,152	+18%	+$2.34M	1.38%	11
2024 Q1	$13M	Buy	132,891 +22,639	+21%	+$2.22M	1.25%	11
2023 Q4	$10.9M	Buy	110,252 +35,581	+48%	+$3.53M	1.01%	17
2023 Q3	$7.02M	Buy	74,671 +13,831	+23%	+$1.3M	0.64%	35
2023 Q2	$5.96M	Sell	60,840 -34,804	-36%	-$3.41M	0.51%	39
2023 Q1	$9.53M	Buy	95,644 +22,070	+30%	+$2.2M	0.87%	24
2022 Q4	$7.14M	Sell	73,574 -7,800	-10%	-$757K	0.7%	31
2022 Q3	$7.84M	Buy	81,374 +35,111	+76%	+$3.38M	0.78%	26
2022 Q2	$4.7M	Buy	46,263 +4,023	+10%	+$409K	0.46%	49
2022 Q1	$4.52M	Sell	42,240 -3,009	-7%	-$322K	0.28%	75
2021 Q4	$5.16M	Buy	45,249 +3,990	+10%	+$455K	0.32%	75
2021 Q3	$4.74M	Buy	41,259 +12,515	+44%	+$1.44M	0.33%	68
2021 Q2	$3.32M	Sell	28,744 -1,928	-6%	-$222K	0.22%	106
2021 Q1	$3.49M	Buy	30,672 +3,408	+13%	+$388K	0.25%	92
2020 Q4	$3.22M	Sell	27,264 -25,745	-49%	-$3.04M	0.26%	84
2020 Q3	$6.26M	Buy	53,009 +19,650	+59%	+$2.32M	0.54%	35
2020 Q2	$3.94M	Sell	33,359 -33,055	-50%	-$3.91M	0.32%	68
2020 Q1	$7.66M	Sell	66,414 -222	-0.3%	-$25.6K	0.71%	26
2019 Q4	$7.49M	Buy	66,636 +18,164	+37%	+$2.04M	0.64%	28
2019 Q3	$5.49M	Buy	48,472 +17,014	+54%	+$1.93M	0.5%	43
2019 Q2	$3.5M	Buy	31,458 +8,732	+38%	+$972K	0.39%	53
2019 Q1	$2.48M	Buy	22,726 +9,836	+76%	+$1.07M	0.3%	77
2018 Q4	$1.37M	Buy	12,890 +9,424	+272%	+$1M	0.19%	115
2018 Q3	$366K	Buy	3,466 +1,216	+54%	+$128K	0.05%	313
2018 Q2	$239K	Sell	2,250 -467	-17%	-$49.6K	0.03%	363
2018 Q1	$291K	Sell	2,717 -28,967	-91%	-$3.1M	0.04%	325
2017 Q4	$3.46M	Buy	+31,684	New	+$3.46M	0.53%	35