Arrien Investments’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
$6.38M Sell
64,266
-1,733
-3% -$172K 4.03% 8
2025
Q1
$6.53M Buy
65,999
+514
+0.8% +$50.8K 4.68% 8
2024
Q4
$6.39M Buy
65,485
+2,680
+4% +$262K 4.56% 8
2024
Q3
$6.36M Buy
62,805
+926
+1% +$93.8K 4.59% 8
2024
Q2
$6.01M Buy
61,879
+7,877
+15% +$765K 4.69% 8
2024
Q1
$5.29M Buy
54,002
+2,418
+5% +$237K 4.18% 8
2023
Q4
$5.12M Sell
51,584
-1,005
-2% -$99.7K 4.49% 7
2023
Q3
$4.95M Sell
52,589
-230
-0.4% -$21.6K 4.66% 7
2023
Q2
$5.17M Sell
52,819
-3,573
-6% -$350K 4.39% 8
2023
Q1
$5.62M Buy
+56,392
New +$5.62M 5.47% 5