Aspen Grove Capital’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 | – | Sell |
-3,048
| Closed | -$302K | – | 237 |
|
|
2025
Q1 | $302K | Hold |
3,048
| – | – | 0.06% | 160 |
|
|
2024
Q4 | $295K | Hold |
3,048
| – | – | 0.06% | 146 |
|
|
2024
Q3 | $309K | Hold |
3,048
| – | – | 0.07% | 142 |
|
|
2024
Q2 | $296K | Hold |
3,048
| – | – | 0.07% | 151 |
|
|
2024
Q1 | $299K | Buy |
+3,048
| New | +$299K | 0.08% | 148 |
|