Ally Invest Advisors’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
$16.2M Buy
163,385
+8,493
+5% +$843K 1.26% 15
2025
Q1
$15.3M Buy
154,892
+12,169
+9% +$1.2M 1.31% 15
2024
Q4
$13.8M Buy
142,723
+26,898
+23% +$2.61M 1.2% 15
2024
Q3
$11.7M Buy
115,825
+6,932
+6% +$702K 1.04% 15
2024
Q2
$10.6M Buy
108,893
+15,914
+17% +$1.54M 1.02% 15
2024
Q1
$9.11M Buy
92,979
+13,298
+17% +$1.3M 0.9% 15
2023
Q4
$7.91M Buy
79,681
+9,602
+14% +$953K 0.84% 15
2023
Q3
$6.59M Buy
70,079
+23,727
+51% +$2.23M 0.77% 15
2023
Q2
$4.54M Buy
46,352
+12,748
+38% +$1.25M 0.52% 15
2023
Q1
$3.35M Buy
33,604
+14,137
+73% +$1.41M 0.4% 18
2022
Q4
$1.89M Buy
19,467
+7,279
+60% +$706K 0.24% 20
2022
Q3
$1.17M Buy
12,188
+9,710
+392% +$935K 0.16% 20
2022
Q2
$252K Buy
+2,478
New +$252K 0.03% 21