Atomi Financial Group’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
$22M Buy
222,163
+18,736
+9% +$1.86M 0.83% 26
2025
Q1
$20.1M Sell
203,427
-14,586
-7% -$1.44M 0.92% 27
2024
Q4
$21.1M Buy
218,013
+20,554
+10% +$1.99M 1.07% 20
2024
Q3
$20M Sell
197,459
-3,427
-2% -$347K 1.25% 13
2024
Q2
$19.5M Buy
200,886
+166,796
+489% +$16.2M 1.44% 11
2024
Q1
$3.34M Sell
34,090
-3,345
-9% -$328K 0.31% 75
2023
Q4
$3.72M Buy
37,435
+20,872
+126% +$2.07M 0.51% 34
2023
Q3
$1.56M Buy
16,563
+8,788
+113% +$826K 0.52% 50
2023
Q2
$762K Buy
+7,775
New +$762K 0.35% 83