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 |
|