Blue Barn Wealth’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 | $11.4M | Buy |
114,887
+3,654
| +3% | +$362K | 5.37% | 5 |
|
|
2025
Q1 | $11M | Buy |
111,233
+9,709
| +10% | +$960K | 5.74% | 5 |
|
|
2024
Q4 | $9.84M | Buy |
101,524
+9,940
| +11% | +$963K | 5.19% | 5 |
|
|
2024
Q3 | $9.27M | Buy |
91,584
+6,126
| +7% | +$620K | 4.76% | 5 |
|
|
2024
Q2 | $8.3M | Buy |
85,458
+2,211
| +3% | +$215K | 4.62% | 5 |
|
|
2024
Q1 | $8.15M | Buy |
83,247
+4,521
| +6% | +$443K | 4.55% | 5 |
|
|
2023
Q4 | $7.81M | Buy |
78,726
+12,709
| +19% | +$1.26M | 4.64% | 6 |
|
|
2023
Q3 | $6.21M | Buy |
66,017
+4,012
| +6% | +$377K | 4.08% | 6 |
|
|
2023
Q2 | $6.07M | Sell |
62,005
-2,207
| -3% | -$216K | 3.95% | 7 |
|
|
2023
Q1 | $6.4M | Buy |
64,212
+2,638
| +4% | +$263K | 3.96% | 8 |
|
|
2022
Q4 | $5.97M | Buy |
61,574
+15,486
| +34% | +$1.5M | 3.93% | 7 |
|
|
2022
Q3 | $4.44M | Buy |
46,088
+1,460
| +3% | +$141K | 3.16% | 8 |
|
|
2022
Q2 | $4.54M | Sell |
44,628
-5,926
| -12% | -$603K | 3.48% | 7 |
|
|
2022
Q1 | $5.41M | Buy |
50,554
+4,611
| +10% | +$494K | 3.75% | 7 |
|
|
2021
Q4 | $5.24M | Buy |
45,943
+8,863
| +24% | +$1.01M | 3.54% | 7 |
|
|
2021
Q3 | $4.26M | Buy |
37,080
+7,541
| +26% | +$866K | 3.73% | 6 |
|
|
2021
Q2 | $3.41M | Buy |
+29,539
| New | +$3.41M | 3.5% | 7 |
|