Annis Gardner Whiting Capital Advisors’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 | $156K | Buy |
1,570
+41
| +3% | +$4.07K | 0.05% | 239 |
|
|
2025
Q1 | $151K | Buy |
1,529
+20
| +1% | +$1.98K | 0.06% | 211 |
|
|
2024
Q4 | $146K | Buy |
1,509
+77
| +5% | +$7.46K | 0.04% | 231 |
|
|
2024
Q3 | $145K | Buy |
1,432
+710
| +98% | +$71.9K | 0.04% | 241 |
|
|
2024
Q2 | $70.1K | Buy |
722
+46
| +7% | +$4.47K | 0.02% | 358 |
|
|
2024
Q1 | $66.2K | Buy |
676
+317
| +88% | +$31K | 0.02% | 344 |
|
|
2023
Q4 | $35.6K | Hold |
359
| – | – | 0.02% | 339 |
|
|
2023
Q3 | $33.8K | Buy |
+359
| New | +$33.8K | 0.02% | 330 |
|