Bear Mountain 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 | $30.9K | Buy |
315
+2
| +0.6% | +$196 | 0.01% | 76 |
|
|
2025
Q1 | $31K | Sell |
313
-45
| -13% | -$4.46K | 0.01% | 78 |
|
|
2024
Q4 | $34.7K | Sell |
358
-14,086
| -98% | -$1.36M | 0.01% | 69 |
|
|
2024
Q3 | $1.44M | Sell |
14,444
-253
| -2% | -$25.3K | 0.57% | 23 |
|
|
2024
Q2 | $1.45M | Sell |
14,697
-616
| -4% | -$60.6K | 0.59% | 23 |
|
|
2024
Q1 | $1.46M | Sell |
15,313
-508
| -3% | -$48.5K | 0.63% | 23 |
|
|
2023
Q4 | $1.56M | Buy |
+15,821
| New | +$1.56M | 0.65% | 22 |
|