Becker Capital Management’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 | $2.06M | Sell |
20,782
-1,880
| -8% | -$186K | 0.06% | 135 |
|
|
2025
Q1 | $2.24M | Sell |
22,662
-540
| -2% | -$53.4K | 0.07% | 132 |
|
|
2024
Q4 | $2.25M | Sell |
23,202
-1,073
| -4% | -$104K | 0.07% | 131 |
|
|
2024
Q3 | $2.46M | Buy |
24,275
+7,456
| +44% | +$755K | 0.08% | 130 |
|
|
2024
Q2 | $1.63M | Sell |
16,819
-1,685
| -9% | -$164K | 0.06% | 137 |
|
|
2024
Q1 | $1.81M | Buy |
18,504
+365
| +2% | +$35.7K | 0.06% | 132 |
|
|
2023
Q4 | $1.8M | Sell |
18,139
-505
| -3% | -$50.1K | 0.06% | 136 |
|
|
2023
Q3 | $1.75M | Sell |
18,644
-705
| -4% | -$66.3K | 0.07% | 130 |
|
|
2023
Q2 | $1.9M | Sell |
19,349
-1,732
| -8% | -$170K | 0.07% | 132 |
|
|
2023
Q1 | $2.1M | Buy |
+21,081
| New | +$2.1M | 0.08% | 126 |
|