AA
AlphaQ Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.55M | Sell |
66,227
-13,988
| -17% | -$1.38M | 15.7% | 1 |
|
|
2024
Q4 | $7.77M | Buy |
80,215
+5,784
| +8% | +$560K | 21.25% | 1 |
|
|
2024
Q3 | $7.54M | Buy |
74,431
+32,995
| +80% | +$3.34M | 20.9% | 1 |
|
|
2024
Q2 | $4.02M | Sell |
41,436
-1,018
| -2% | -$98.8K | 11.72% | 1 |
|
|
2024
Q1 | $4.16M | Buy |
42,454
+1,910
| +5% | +$187K | 2.5% | 6 |
|
|
2023
Q4 | $4.02M | Sell |
40,544
-217
| -0.5% | -$21.5K | 2.79% | 4 |
|
|
2023
Q3 | $3.83M | Buy |
40,761
+3,676
| +10% | +$346K | 3.32% | 3 |
|
|
2023
Q2 | $3.63M | Buy |
37,085
+1,200
| +3% | +$118K | 2.67% | 4 |
|
|
2023
Q1 | $3.58M | Sell |
35,885
-3,460
| -9% | -$345K | 3.04% | 4 |
|
|
2022
Q4 | $3.82M | Buy |
+39,345
| New | +$3.82M | 3.3% | 4 |
|