Aspect Partners’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 | $4.29M | Buy |
43,231
+3,405
| +9% | +$338K | 2.11% | 14 |
|
|
2025
Q1 | $3.94M | Buy |
39,826
+4,948
| +14% | +$489K | 2.26% | 14 |
|
|
2024
Q4 | $3.38M | Sell |
34,878
-1,377
| -4% | -$133K | 1.95% | 14 |
|
|
2024
Q3 | $3.67M | Sell |
36,255
-4,269
| -11% | -$432K | 2.06% | 15 |
|
|
2024
Q2 | $3.93M | Sell |
40,524
-3,661
| -8% | -$355K | 2.34% | 11 |
|
|
2024
Q1 | $4.33M | Buy |
44,185
+520
| +1% | +$50.9K | 3.41% | 10 |
|
|
2023
Q4 | $4.33M | Buy |
+43,665
| New | +$4.33M | 2.79% | 9 |
|