BDF
Black Diamond Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Sell |
322,654
-42,489
| -12% | -$4.21M | 4.97% | 3 |
|
|
2025
Q1 | $36.1M | Buy |
365,143
+24,787
| +7% | +$2.45M | 5.42% | 3 |
|
|
2024
Q4 | $33M | Buy |
340,356
+116,005
| +52% | +$11.2M | 4.94% | 3 |
|
|
2024
Q3 | $22.8M | Buy |
224,351
+28,620
| +15% | +$2.9M | 3.86% | 4 |
|
|
2024
Q2 | $19M | Buy |
+195,731
| New | +$19M | 3.67% | 5 |
|