Baron Silver Stevens Financial 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 | $35.6M | Buy |
358,649
+12,769
| +4% | +$1.27M | 5.7% | 5 |
|
|
2025
Q1 | $34.2M | Buy |
345,880
+4,085
| +1% | +$404K | 5.99% | 5 |
|
|
2024
Q4 | $33.1M | Buy |
341,795
+14,374
| +4% | +$1.39M | 5.62% | 5 |
|
|
2024
Q3 | $33.2M | Buy |
327,421
+19,909
| +6% | +$2.02M | 5.79% | 5 |
|
|
2024
Q2 | $29.9M | Buy |
307,512
+17,104
| +6% | +$1.66M | 5.66% | 5 |
|
|
2024
Q1 | $28.4M | Buy |
290,408
+12,340
| +4% | +$1.21M | 5.5% | 6 |
|
|
2023
Q4 | $27.6M | Buy |
278,068
+3,766
| +1% | +$374K | 5.79% | 5 |
|
|
2023
Q3 | $25.8M | Buy |
274,302
+82,570
| +43% | +$7.76M | 5.84% | 5 |
|
|
2023
Q2 | $18.8M | Buy |
191,732
+56,164
| +41% | +$5.5M | 4.12% | 7 |
|
|
2023
Q1 | $13.5M | Sell |
135,568
-20,170
| -13% | -$2.01M | 3.52% | 10 |
|
|
2022
Q4 | $15.1M | Sell |
155,738
-17,617
| -10% | -$1.71M | 3.72% | 10 |
|
|
2022
Q3 | $14.7K | Sell |
173,355
-4,856
| -3% | -$411 | 3.99% | 9 |
|
|
2022
Q2 | $18.1M | Buy |
178,211
+18,478
| +12% | +$1.88M | 4.69% | 7 |
|
|
2022
Q1 | $17.1M | Sell |
159,733
-3,169
| -2% | -$339K | 4.01% | 9 |
|
|
2021
Q4 | $18.6M | Buy |
162,902
+23,802
| +17% | +$2.72M | 4.4% | 9 |
|
|
2021
Q3 | $16M | Buy |
139,100
+41,261
| +42% | +$4.74M | 4.26% | 10 |
|
|
2021
Q2 | $11.3M | Buy |
97,839
+70,433
| +257% | +$8.12M | 3.06% | 11 |
|
|
2021
Q1 | $3.12M | Buy |
27,406
+23,369
| +579% | +$2.66M | 1.7% | 11 |
|
|
2020
Q4 | $477K | Buy |
+4,037
| New | +$477K | 0.16% | 37 |
|