Atlanta Consulting Group Advisors’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 | $416K | Sell |
4,190
-360
| -8% | -$35.7K | 0.11% | 82 |
|
|
2025
Q1 | $450K | Sell |
4,550
-2,411
| -35% | -$238K | 0.13% | 75 |
|
|
2024
Q4 | $675K | Sell |
6,961
-6,184
| -47% | -$599K | 0.25% | 62 |
|
|
2024
Q3 | $1.33M | Buy |
13,145
+5,079
| +63% | +$514K | 0.33% | 56 |
|
|
2024
Q2 | $783K | Buy |
8,066
+2,876
| +55% | +$279K | 0.17% | 50 |
|
|
2024
Q1 | $508K | Buy |
+5,190
| New | +$508K | 0.18% | 72 |
|