Alpha Financial 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 | $1.36M | Buy |
13,734
+1,500
| +12% | +$149K | 0.53% | 21 |
|
|
2025
Q1 | $1.21M | Buy |
12,234
+6,259
| +105% | +$619K | 0.54% | 17 |
|
|
2024
Q4 | $579K | Buy |
5,975
+167
| +3% | +$16.2K | 0.26% | 20 |
|
|
2024
Q3 | $588K | Buy |
5,808
+196
| +3% | +$19.8K | 0.26% | 19 |
|
|
2024
Q2 | $545K | Buy |
5,612
+176
| +3% | +$17.1K | 0.26% | 18 |
|
|
2024
Q1 | $532K | Buy |
5,436
+616
| +13% | +$60.3K | 0.25% | 20 |
|
|
2023
Q4 | $478K | Buy |
4,820
+119
| +3% | +$11.8K | 0.24% | 21 |
|
|
2023
Q3 | $442K | Buy |
4,701
+140
| +3% | +$13.2K | 0.28% | 21 |
|
|
2023
Q2 | $447K | Buy |
4,561
+282
| +7% | +$27.6K | 0.28% | 21 |
|
|
2023
Q1 | $426K | Buy |
4,279
+340
| +9% | +$33.9K | 0.3% | 21 |
|
|
2022
Q4 | $382K | Buy |
+3,939
| New | +$382K | 0.33% | 24 |
|