BG Investment Services’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 | $1.61M | Sell |
16,273
-3,516
| -18% | -$349K | 2.02% | 14 |
|
|
2025
Q1 | $1.96M | Sell |
19,789
-30,776
| -61% | -$3.04M | 2.11% | 11 |
|
|
2024
Q4 | $4.9M | Buy |
+50,565
| New | +$4.9M | 4.93% | 6 |
|
|
2022
Q4 | $16M | Buy |
164,629
+4,506
| +3% | +$437K | 17.41% | 3 |
|
|
2022
Q3 | $15.4M | Sell |
160,123
-7,524
| -4% | -$725K | 18.76% | 3 |
|
|
2022
Q2 | $17M | Sell |
167,647
-1,451
| -0.9% | -$148K | 18.79% | 3 |
|
|
2022
Q1 | $18.1M | Buy |
169,098
+17,657
| +12% | +$1.89M | 17.71% | 3 |
|
|
2021
Q4 | $17.3M | Buy |
+151,441
| New | +$17.3M | 15.57% | 3 |
|