Affinity Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Affinity Investment Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Hold
2025 Q1	$1.18M	Hold
2024 Q4	$1.15M	Hold
2024 Q3	$1.2M	Hold
2024 Q2	$1.15M	Hold
2024 Q1	$1.16M	Hold
2023 Q4	$1.18M	Hold
2023 Q3	$1.12M	Sell
2023 Q2	$1.18M	Hold
2023 Q1	$1.2M	Hold
2022 Q4	$1.17M	Hold
2022 Q3	$1.17M	Hold
2022 Q2	$1.23M	Hold
2022 Q1	$1.29M	Hold
2021 Q4	$1.38M	Sell
2021 Q3	$1.46M	Hold
2021 Q2	$1.47M	Hold
2021 Q1	$1.45M	Sell
2020 Q4	$1.86M	Sell
2020 Q3	$2.35M	Sell
2020 Q2	$2.75M	Hold
2020 Q1	$2.69M	Hold
2019 Q4	$2.62M	Hold
2019 Q3	$2.63M	Hold
2019 Q2	$2.59M	Hold
2019 Q1	$2.54M	Hold
2018 Q4	$2.48M	Hold
2018 Q3	$2.46M	Hold
2018 Q2	$2.48M	Hold
2018 Q1	$2.5M	Hold
2017 Q4	$2.54M	Hold
2017 Q3	$2.55M	Hold
2017 Q2	$2.55M	Hold
2017 Q1	$2.52M	Hold
2016 Q4	$2.52M	Hold
2016 Q3	$2.62M	Hold
2016 Q2	$2.62M	Hold
2016 Q1	$2.58M	Hold
2015 Q4	$2.51M	Hold
2015 Q3	$2.55M	Hold
2015 Q2	$2.53M	Buy