Bakala Capital’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 | $1.56M | Sell |
15,709
-752
| -5% | -$74.6K | 8.95% | 4 |
|
|
2025
Q1 | $1.63M | Buy |
16,461
+2,967
| +22% | +$293K | 9.33% | 4 |
|
|
2024
Q4 | $1.31M | Buy |
13,494
+169
| +1% | +$16.4K | 7.86% | 6 |
|
|
2024
Q3 | $1.35M | Buy |
13,325
+366
| +3% | +$37.1K | 8.98% | 4 |
|
|
2024
Q2 | $1.26M | Buy |
12,959
+2,316
| +22% | +$225K | 9.07% | 5 |
|
|
2024
Q1 | $1.04M | Buy |
10,643
+5,713
| +116% | +$560K | 8.97% | 5 |
|
|
2023
Q4 | $489K | Buy |
+4,930
| New | +$489K | 6.71% | 5 |
|