AFA
American Financial 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
Q2 | $319K | Buy |
3,212
+22
| +0.7% | +$2.18K | 0.04% | 119 |
|
|
2025
Q1 | $316K | Buy |
3,190
+20
| +0.6% | +$1.98K | 0.05% | 109 |
|
|
2024
Q4 | $307K | Buy |
3,170
+191
| +6% | +$18.5K | 0.04% | 111 |
|
|
2024
Q3 | $302K | Buy |
2,979
+94
| +3% | +$9.52K | 0.04% | 118 |
|
|
2024
Q2 | $280K | Buy |
2,885
+19
| +0.7% | +$1.85K | 0.04% | 117 |
|
|
2024
Q1 | $281K | Buy |
2,866
+6
| +0.2% | +$588 | 0.04% | 119 |
|
|
2023
Q4 | $284K | Buy |
+2,860
| New | +$284K | 0.04% | 112 |
|
|
2021
Q4 | – | Sell |
-1,764
| Closed | -$203K | – | 136 |
|
|
2021
Q3 | $203K | Sell |
1,764
-11
| -0.6% | -$1.27K | 0.03% | 128 |
|
|
2021
Q2 | $205K | Sell |
1,775
-62
| -3% | -$7.16K | 0.03% | 129 |
|
|
2021
Q1 | $209K | Sell |
1,837
-44
| -2% | -$5.01K | 0.03% | 123 |
|
|
2020
Q4 | $222K | Buy |
1,881
+2
| +0.1% | +$236 | 0.03% | 113 |
|
|
2020
Q3 | $222K | Buy |
1,879
+33
| +2% | +$3.9K | 0.04% | 97 |
|
|
2020
Q2 | $220K | Buy |
1,846
+3
| +0.2% | +$358 | 0.04% | 97 |
|
|
2020
Q1 | $215K | Sell |
1,843
-107
| -5% | -$12.5K | 0.04% | 88 |
|
|
2019
Q4 | $221K | Sell |
1,950
-285
| -13% | -$32.3K | 0.04% | 85 |
|
|
2019
Q3 | $253K | Sell |
2,235
-1
| -0% | -$113 | 0.05% | 83 |
|
|
2019
Q2 | $249K | Sell |
2,236
-479
| -18% | -$53.3K | 0.05% | 87 |
|
|
2019
Q1 | $296K | Buy |
2,715
+5
| +0.2% | +$545 | 0.06% | 84 |
|
|
2018
Q4 | $289K | Buy |
+2,710
| New | +$289K | 0.06% | 75 |
|