Ameritas Advisory Services’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 | $1.86M | Sell |
18,700
-7,608
| -29% | -$755K | 0.1% | 207 |
|
|
2025
Q1 | $2.58M | Buy |
26,308
+1,850
| +8% | +$182K | 0.1% | 190 |
|
|
2024
Q4 | $2.37M | Buy |
24,458
+2,931
| +14% | +$284K | 0.08% | 218 |
|
|
2024
Q3 | $2.18M | Buy |
21,527
+3,609
| +20% | +$365K | 0.09% | 207 |
|
|
2024
Q2 | $1.74M | Buy |
17,918
+2,513
| +16% | +$244K | 0.07% | 283 |
|
|
2024
Q1 | $1.49M | Sell |
15,405
-12,684
| -45% | -$1.23M | 0.06% | 292 |
|
|
2023
Q4 | $2.78M | Sell |
28,089
-10,239
| -27% | -$1.01M | 0.15% | 135 |
|
|
2023
Q3 | $3.59M | Buy |
38,328
+31,297
| +445% | +$2.93M | 0.18% | 111 |
|
|
2023
Q2 | $679K | Sell |
7,031
-26,202
| -79% | -$2.53M | 0.09% | 234 |
|
|
2023
Q1 | $3.31M | Sell |
33,233
-3,160
| -9% | -$315K | 0.17% | 118 |
|
|
2022
Q4 | $3.53M | Sell |
36,393
-1,096
| -3% | -$106K | 0.16% | 121 |
|
|
2022
Q3 | $3.61M | Buy |
37,489
+619
| +2% | +$59.6K | 0.22% | 99 |
|
|
2022
Q2 | $3.75M | Sell |
36,870
-968
| -3% | -$98.4K | 0.22% | 99 |
|
|
2022
Q1 | $4.05M | Buy |
37,838
+1,436
| +4% | +$154K | 0.15% | 108 |
|
|
2021
Q4 | $4.15M | Buy |
+36,402
| New | +$4.15M | 0.15% | 110 |
|