Arrowroot Family Office’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 | $12.2M | Buy |
+123,028
| New | +$12.2M | 5.47% | 2 |
|
|
2024
Q4 | $8.22M | Buy |
84,795
+26,882
| +46% | +$2.6M | 4.27% | 3 |
|
|
2024
Q3 | $5.86M | Buy |
57,913
+13,882
| +32% | +$1.41M | 3.42% | 5 |
|
|
2024
Q2 | $4.27M | Buy |
44,031
+11,096
| +34% | +$1.08M | 2.74% | 8 |
|
|
2024
Q1 | $3.23M | Buy |
32,935
+4,000
| +14% | +$392K | 2.07% | 14 |
|
|
2023
Q4 | $2.87M | Buy |
28,935
+6,294
| +28% | +$625K | 2.03% | 13 |
|
|
2023
Q3 | $2.13M | Buy |
22,641
+8,803
| +64% | +$828K | 1.68% | 16 |
|
|
2023
Q2 | $1.36M | Buy |
+13,838
| New | +$1.36M | 1.03% | 33 |
|