Berkeley Capital Partners’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 | $613K | Buy |
6,177
+50
| +0.8% | +$4.96K | 0.16% | 107 |
|
|
2025
Q1 | $606K | Buy |
6,127
+47
| +0.8% | +$4.65K | 0.17% | 104 |
|
|
2024
Q4 | $589K | Buy |
6,080
+76
| +1% | +$7.37K | 0.16% | 107 |
|
|
2024
Q3 | $608K | Buy |
6,004
+120
| +2% | +$12.2K | 0.17% | 102 |
|
|
2024
Q2 | $571K | Buy |
5,884
+44
| +0.8% | +$4.27K | 0.17% | 103 |
|
|
2024
Q1 | $572K | Buy |
+5,840
| New | +$572K | 0.17% | 101 |
|