Advocacy Wealth Management Services’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 | $2.18M | Hold |
21,974
| – | – | 0.13% | 46 |
|
|
2025
Q1 | $2.17M | Sell |
21,974
-2,642
| -11% | -$261K | 0.15% | 47 |
|
|
2024
Q4 | $2.39M | Sell |
24,616
-64
| -0.3% | -$6.2K | 0.18% | 40 |
|
|
2024
Q3 | $2.5M | Buy |
24,680
+18,387
| +292% | +$1.86M | 0.2% | 32 |
|
|
2024
Q2 | $611K | Sell |
6,293
-886
| -12% | -$86K | 0.05% | 43 |
|
|
2024
Q1 | $703K | Buy |
7,179
+728
| +11% | +$71.3K | 0.06% | 48 |
|
|
2023
Q4 | $640K | Sell |
6,451
-285
| -4% | -$28.3K | 0.06% | 46 |
|
|
2023
Q3 | $633K | Sell |
6,736
-44
| -0.6% | -$4.14K | 0.07% | 32 |
|
|
2023
Q2 | $664K | Buy |
6,780
+79
| +1% | +$7.74K | 0.08% | 31 |
|
|
2023
Q1 | $668K | Buy |
6,701
+88
| +1% | +$8.77K | 0.08% | 29 |
|
|
2022
Q4 | $641K | Sell |
6,613
-42
| -0.6% | -$4.07K | 0.08% | 30 |
|
|
2022
Q3 | $643K | Sell |
6,655
-2,525
| -28% | -$244K | 0.09% | 27 |
|
|
2022
Q2 | $933K | Sell |
9,180
-10,004
| -52% | -$1.02M | 0.15% | 26 |
|
|
2022
Q1 | $2.05M | Sell |
19,184
-2,330
| -11% | -$249K | 0.36% | 23 |
|
|
2021
Q4 | $2.45M | Sell |
21,514
-2,120
| -9% | -$242K | 0.41% | 22 |
|
|
2021
Q3 | $2.71M | Sell |
23,634
-519
| -2% | -$59.6K | 0.49% | 22 |
|
|
2021
Q2 | $2.79M | Sell |
24,153
-7,554
| -24% | -$871K | 0.52% | 22 |
|
|
2021
Q1 | $3.62M | Sell |
31,707
-1,174,769
| -97% | -$134M | 0.72% | 25 |
|
|
2020
Q4 | $143M | Buy |
1,206,476
+113,712
| +10% | +$13.4M | 21.33% | 1 |
|
|
2020
Q3 | $129M | Buy |
1,092,764
+298,789
| +38% | +$35.3M | 20.76% | 1 |
|
|
2020
Q2 | $93.9M | Buy |
793,975
+224,178
| +39% | +$26.5M | 19% | 1 |
|
|
2020
Q1 | $65.4M | Buy |
569,797
+194,903
| +52% | +$22.4M | 14.47% | 2 |
|
|
2019
Q4 | $42.1M | Buy |
374,894
+373,785
| +33,705% | +$42M | 12% | 2 |
|
|
2019
Q3 | $126K | Buy |
+1,109
| New | +$126K | 0.08% | 31 |
|
|
2018
Q1 | – | Sell |
-50
| Closed | -$5K | – | 203 |
|
|
2017
Q4 | $5K | Sell |
50
-330
| -87% | -$33K | ﹤0.01% | 187 |
|
|
2017
Q3 | $42K | Sell |
380
-53,396
| -99% | -$5.9M | 0.02% | 75 |
|
|
2017
Q2 | $5.89M | Sell |
53,776
-15,890
| -23% | -$1.74M | 2.11% | 19 |
|
|
2017
Q1 | $7.56M | Sell |
69,666
-438,536
| -86% | -$47.6M | 2.63% | 19 |
|
|
2016
Q4 | $54.9M | Buy |
508,202
+348,088
| +217% | +$37.6M | 16.48% | 2 |
|
|
2016
Q3 | $18M | Buy |
160,114
+52,813
| +49% | +$5.94M | 6.97% | 1 |
|
|
2016
Q2 | $12.1M | Buy |
107,301
+49,256
| +85% | +$5.54M | 6.09% | 1 |
|
|
2016
Q1 | $6.43M | Buy |
+58,045
| New | +$6.43M | 4.46% | 3 |
|
|
2013
Q3 | – | Sell |
-172
| Closed | -$18K | – | 285 |
|
|
2013
Q2 | $18K | Buy |
+172
| New | +$18K | 0.07% | 150 |
|