Atlas Capital 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 | $82.9K | Buy |
836
+336
| +67% | +$33.3K | 0.01% | 561 |
|
|
2025
Q1 | $49.5K | Buy |
500
+200
| +67% | +$19.8K | 0.01% | 633 |
|
|
2024
Q4 | $29.1K | Hold |
300
| – | – | ﹤0.01% | 678 |
|
|
2024
Q3 | $30.4K | Hold |
300
| – | – | ﹤0.01% | 637 |
|
|
2024
Q2 | $29.1K | Hold |
300
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $29.4K | Buy |
+300
| New | +$29.4K | ﹤0.01% | 636 |
|
|
2022
Q1 | – | Sell |
-268
| Closed | -$30.6K | – | 911 |
|
|
2021
Q4 | $30.6K | Sell |
268
-1
| -0.4% | -$114 | ﹤0.01% | 590 |
|
|
2021
Q3 | $30.9K | Buy |
269
+1
| +0.4% | +$115 | 0.01% | 587 |
|
|
2021
Q2 | $30.9K | Sell |
268
-270
| -50% | -$31.1K | 0.01% | 590 |
|
|
2021
Q1 | $61.2K | Buy |
+538
| New | +$61.2K | 0.01% | 477 |
|
|
2020
Q3 | – | Sell |
-645
| Closed | -$76.2K | – | 317 |
|
|
2020
Q2 | $76.2K | Buy |
+645
| New | +$76.2K | 0.02% | 431 |
|