AA
Ancora 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 | $5.82M | Buy |
58,712
+5,484
| +10% | +$544K | 0.12% | 162 |
|
|
2025
Q1 | $5.27M | Buy |
53,228
+5,757
| +12% | +$569K | 0.12% | 159 |
|
|
2024
Q4 | $4.6M | Sell |
47,471
-5,851
| -11% | -$567K | 0.1% | 177 |
|
|
2024
Q3 | $5.4M | Buy |
53,322
+1,952
| +4% | +$198K | 0.12% | 158 |
|
|
2024
Q2 | $4.99M | Sell |
51,370
-2,934
| -5% | -$285K | 0.12% | 155 |
|
|
2024
Q1 | $5.32M | Buy |
54,304
+1,079
| +2% | +$106K | 0.12% | 154 |
|
|
2023
Q4 | $5.28M | Sell |
53,225
-33,782
| -39% | -$3.35M | 0.12% | 150 |
|
|
2023
Q3 | $8.18M | Sell |
87,007
-3,782
| -4% | -$356K | 0.22% | 91 |
|
|
2023
Q2 | $8.89M | Buy |
90,789
+33
| +0% | +$3.23K | 0.23% | 85 |
|
|
2023
Q1 | $9.04M | Buy |
90,756
+1,726
| +2% | +$172K | 0.26% | 76 |
|
|
2022
Q4 | $8.64M | Sell |
89,030
-36,033
| -29% | -$3.49M | 0.25% | 75 |
|
|
2022
Q3 | $12M | Buy |
125,063
+1,782
| +1% | +$172K | 0.37% | 51 |
|
|
2022
Q2 | $12.5M | Buy |
123,281
+249
| +0.2% | +$25.3K | 0.35% | 58 |
|
|
2022
Q1 | $13.2M | Buy |
123,032
+3,479
| +3% | +$373K | 0.32% | 68 |
|
|
2021
Q4 | $13.6M | Buy |
119,553
+19,121
| +19% | +$2.18M | 0.32% | 69 |
|
|
2021
Q3 | $11.5M | Buy |
100,432
+25,179
| +33% | +$2.89M | 0.3% | 77 |
|
|
2021
Q2 | $8.68M | Buy |
75,253
+3,741
| +5% | +$431K | 0.23% | 110 |
|
|
2021
Q1 | $8.14M | Buy |
71,512
+3,658
| +5% | +$416K | 0.22% | 106 |
|
|
2020
Q4 | $8.02M | Buy |
67,854
+6,242
| +10% | +$738K | 0.26% | 99 |
|
|
2020
Q3 | $7.27M | Buy |
61,612
+1,108
| +2% | +$131K | 0.29% | 81 |
|
|
2020
Q2 | $7.15M | Buy |
60,504
+2,351
| +4% | +$278K | 0.3% | 81 |
|
|
2020
Q1 | $6.71M | Sell |
58,153
-744
| -1% | -$85.8K | 0.31% | 82 |
|
|
2019
Q4 | $6.62M | Buy |
58,897
+6,047
| +11% | +$679K | 0.25% | 115 |
|
|
2019
Q3 | $5.98M | Buy |
52,850
+1,869
| +4% | +$212K | 0.26% | 112 |
|
|
2019
Q2 | $5.68M | Buy |
50,981
+6,025
| +13% | +$671K | 0.25% | 122 |
|
|
2019
Q1 | $4.9M | Buy |
44,956
+4,585
| +11% | +$500K | 0.22% | 137 |
|
|
2018
Q4 | $4.3M | Buy |
40,371
+4,497
| +13% | +$479K | 0.21% | 151 |
|
|
2018
Q3 | $3.79M | Buy |
35,874
+1,897
| +6% | +$200K | 0.15% | 185 |
|
|
2018
Q2 | $3.61M | Buy |
33,977
+1,223
| +4% | +$130K | 0.16% | 183 |
|
|
2018
Q1 | $3.51M | Buy |
32,754
+2,605
| +9% | +$279K | 0.16% | 182 |
|
|
2017
Q4 | $3.3M | Buy |
30,149
+4,279
| +17% | +$468K | 0.18% | 165 |
|
|
2017
Q3 | $2.84M | Buy |
25,870
+9,273
| +56% | +$1.02M | 0.16% | 170 |
|
|
2017
Q2 | $1.82M | Buy |
16,597
+6,231
| +60% | +$682K | 0.12% | 210 |
|
|
2017
Q1 | $1.12M | Sell |
10,366
-188
| -2% | -$20.4K | 0.08% | 271 |
|
|
2016
Q4 | $1.14M | Buy |
10,554
+5,728
| +119% | +$619K | 0.08% | 268 |
|
|
2016
Q3 | $543K | Buy |
4,826
+364
| +8% | +$41K | 0.06% | 327 |
|
|
2016
Q2 | $502K | Buy |
4,462
+1,450
| +48% | +$163K | 0.06% | 317 |
|
|
2016
Q1 | $334K | Buy |
+3,012
| New | +$334K | 0.04% | 368 |
|