AAMC
Asset Allocation & Management Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $565K | Hold |
5,692
| – | – | 0.26% | 39 |
|
2025
Q1 | $563K | Buy |
+5,692
| New | +$563K | 0.29% | 40 |
|
2023
Q4 | – | Sell |
-44,000
| Closed | -$4.14M | – | 50 |
|
2023
Q3 | $4.14M | Sell |
44,000
-107,545
| -71% | -$10.1M | 2.48% | 11 |
|
2023
Q2 | $14.8M | Buy |
+151,545
| New | +$14.8M | 5.9% | 5 |
|