Balanced Rock Investment 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 | $538K | Sell |
5,424
-510
| -9% | -$50.6K | 0.42% | 53 |
|
|
2025
Q1 | $587K | Sell |
5,934
-851
| -13% | -$84.2K | 0.47% | 38 |
|
|
2024
Q4 | $657K | Buy |
6,785
+270
| +4% | +$26.2K | 0.52% | 37 |
|
|
2024
Q3 | $660K | Hold |
6,515
| – | – | 0.52% | 38 |
|
|
2024
Q2 | $632K | Sell |
6,515
-210
| -3% | -$20.4K | 0.53% | 39 |
|
|
2024
Q1 | $659K | Hold |
6,725
| – | – | 0.56% | 38 |
|
|
2023
Q4 | $667K | Buy |
+6,725
| New | +$667K | 0.59% | 40 |
|