Ballew Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ballew Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Sell	2,507 -26,145	-91%	-$2.57M	0.15%	102
2025 Q1	$2.78M	Sell	28,652 -3,321	-10%	-$322K	1.86%	10
2024 Q4	$3.06M	Sell	31,973 -484	-1%	-$46.4K	1.96%	11
2024 Q3	$3.23M	Buy	32,457 +1,499	+5%	+$149K	2.17%	8
2024 Q2	$3.04M	Sell	30,958 -1,223	-4%	-$120K	2.01%	10
2024 Q1	$3.08M	Sell	32,181 -214	-0.7%	-$20.5K	2.13%	10
2023 Q4	$3.19M	Sell	32,395 -5,262	-14%	-$518K	2.39%	8
2023 Q3	$3.5M	Sell	37,657 -32	-0.1%	-$2.98K	2.88%	8
2023 Q2	$3.66M	Buy	37,689 +81	+0.2%	+$7.86K	2.64%	9
2023 Q1	$3.7M	Buy	37,608 +336	+0.9%	+$33.1K	2.7%	9
2022 Q4	$3.74M	Buy	37,272 +201	+0.5%	+$20.2K	2.86%	9
2022 Q3	$3.53M	Sell	37,071 -696	-2%	-$66.4K	3.17%	7
2022 Q2	$3.85M	Buy	37,767 +1,063	+3%	+$108K	3.51%	5
2022 Q1	$3.85M	Buy	36,704 +4,359	+13%	+$457K	2.94%	8
2021 Q4	$3.63M	Sell	32,345 -358	-1%	-$40.2K	2.53%	8
2021 Q3	$3.73M	Sell	32,703 -631	-2%	-$72K	2.74%	6
2021 Q2	$3.85M	Sell	33,334 -30,262	-48%	-$3.49M	2.67%	7
2021 Q1	$7.25M	Buy	63,596 +30,606	+93%	+$3.49M	2.67%	8
2020 Q4	$3.86M	Buy	32,990 +251	+0.8%	+$29.3K	2.97%	9
2020 Q3	$3.85M	Buy	32,739 +1,374	+4%	+$161K	3.26%	8
2020 Q2	$3.71M	Buy	31,365 +16,641	+113%	+$1.97M	3.64%	7
2020 Q1	$1.7M	Sell	14,724 -8,890	-38%	-$1.03M	1.92%	15
2019 Q4	$2.66M	Buy	23,614 +160	+0.7%	+$18K	2.28%	12
2019 Q3	$2.66M	Buy	23,454 +1,935	+9%	+$220K	2.43%	11
2019 Q2	$2.39M	Buy	21,519 +92	+0.4%	+$10.2K	2.17%	13
2019 Q1	$2.32M	Buy	21,427 +11	+0.1%	+$1.19K	2.14%	14
2018 Q4	$2.3M	Buy	21,416 +5,398	+34%	+$579K	2.16%	15
2018 Q3	$1.68M	Buy	16,018 +1,810	+13%	+$190K	1.54%	18
2018 Q2	$1.51M	Buy	14,208 +6,638	+88%	+$706K	1.7%	12
2018 Q1	$812K	Buy	7,570 +4,910	+185%	+$527K	0.71%	37
2017 Q4	$291K	Buy	+2,660	New	+$291K	0.29%	73