AFP
Ausdal Financial Partners’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 | $8.08M | Sell |
81,498
-3,310
| -4% | -$328K | 0.54% | 35 |
|
|
2025
Q1 | $8.39M | Sell |
84,808
-3,164
| -4% | -$313K | 0.63% | 28 |
|
|
2024
Q4 | $8.52M | Buy |
87,972
+2,110
| +2% | +$204K | 0.74% | 29 |
|
|
2024
Q3 | $8.7M | Buy |
85,862
+843
| +1% | +$85.4K | 0.9% | 18 |
|
|
2024
Q2 | $8.25M | Sell |
85,019
-2,036
| -2% | -$198K | 0.88% | 20 |
|
|
2024
Q1 | $8.53M | Buy |
87,055
+3,755
| +5% | +$368K | 0.99% | 18 |
|
|
2023
Q4 | $8.27M | Sell |
83,300
-1,774
| -2% | -$176K | 1.02% | 17 |
|
|
2023
Q3 | $8M | Buy |
85,074
+21,043
| +33% | +$1.98M | 1.1% | 17 |
|
|
2023
Q2 | $6.27M | Sell |
64,031
-3,231
| -5% | -$316K | 0.85% | 20 |
|
|
2023
Q1 | $6.7M | Sell |
67,262
-5,911
| -8% | -$589K | 0.92% | 18 |
|
|
2022
Q4 | $7.1M | Sell |
73,173
-3,529
| -5% | -$342K | 1.03% | 15 |
|
|
2022
Q3 | $7.39M | Sell |
76,702
-2,196
| -3% | -$212K | 1.17% | 14 |
|
|
2022
Q2 | $8.02M | Sell |
78,898
-5,803
| -7% | -$590K | 1.21% | 11 |
|
|
2022
Q1 | $9.07M | Sell |
84,701
-2,859
| -3% | -$306K | 1.23% | 12 |
|
|
2021
Q4 | $9.99M | Buy |
87,560
+7,617
| +10% | +$869K | 1.34% | 11 |
|
|
2021
Q3 | $9.18M | Buy |
79,943
+5,019
| +7% | +$576K | 1.37% | 10 |
|
|
2021
Q2 | $8.64M | Buy |
74,924
+11,440
| +18% | +$1.32M | 1.31% | 9 |
|
|
2021
Q1 | $7.23M | Buy |
63,484
+11,852
| +23% | +$1.35M | 1.22% | 9 |
|
|
2020
Q4 | $6.1M | Buy |
51,632
+3,511
| +7% | +$415K | 1.19% | 12 |
|
|
2020
Q3 | $5.68M | Buy |
48,121
+21,151
| +78% | +$2.5M | 1.37% | 12 |
|
|
2020
Q2 | $3.19M | Buy |
26,970
+3,104
| +13% | +$367K | 1.06% | 23 |
|
|
2020
Q1 | $2.79M | Buy |
23,866
+6,872
| +40% | +$805K | 0.99% | 21 |
|
|
2019
Q4 | $1.94M | Buy |
16,994
+6,360
| +60% | +$727K | 0.58% | 39 |
|
|
2019
Q3 | $1.2M | Buy |
10,634
+1,662
| +19% | +$188K | 0.43% | 68 |
|
|
2019
Q2 | $998K | Buy |
8,972
+3,543
| +65% | +$394K | 0.38% | 73 |
|
|
2019
Q1 | $592K | Buy |
5,429
+806
| +17% | +$87.9K | 0.24% | 105 |
|
|
2018
Q4 | $492K | Sell |
4,623
-980
| -17% | -$104K | 0.24% | 107 |
|
|
2018
Q3 | $591K | Sell |
5,603
-613
| -10% | -$64.7K | 0.17% | 166 |
|
|
2018
Q2 | $661K | Buy |
6,216
+763
| +14% | +$81.1K | 0.2% | 147 |
|
|
2018
Q1 | $585K | Buy |
5,453
+872
| +19% | +$93.5K | 0.2% | 149 |
|
|
2017
Q4 | $501K | Sell |
4,581
-194
| -4% | -$21.2K | 0.18% | 170 |
|
|
2017
Q3 | $523K | Sell |
4,775
-636
| -12% | -$69.7K | 0.21% | 142 |
|
|
2017
Q2 | $593K | Buy |
5,411
+1,458
| +37% | +$160K | 0.25% | 110 |
|
|
2017
Q1 | $429K | Sell |
3,953
-14
| -0.4% | -$1.52K | 0.19% | 133 |
|
|
2016
Q4 | $429K | Sell |
3,967
-3,647
| -48% | -$394K | 0.2% | 129 |
|
|
2016
Q3 | $856K | Sell |
7,614
-2,599
| -25% | -$292K | 0.43% | 62 |
|
|
2016
Q2 | $1.15M | Buy |
10,213
+447
| +5% | +$50.3K | 0.59% | 45 |
|
|
2016
Q1 | $1.08M | Buy |
9,766
+396
| +4% | +$43.9K | 0.61% | 43 |
|
|
2015
Q4 | $1.01M | Buy |
+9,370
| New | +$1.01M | 0.51% | 40 |
|