AlTi Global’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
$6.26M Buy
63,250
+7,169
+13% +$710K 0.16% 79
2025
Q1
$5.55M Buy
56,081
+8,234
+17% +$815K 0.15% 82
2024
Q4
$4.64M Sell
47,847
-12,132
-20% -$1.18M 0.11% 99
2024
Q3
$6.07M Buy
59,979
+2,553
+4% +$259K 0.15% 88
2024
Q2
$5.57M Buy
57,426
+4,152
+8% +$403K 0.15% 75
2024
Q1
$5.22M Buy
53,274
+252
+0.5% +$24.7K 0.15% 87
2023
Q4
$5.26M Buy
+53,022
New +$5.26M 0.16% 77