BDFN
Bond & Devick Financial Network’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 | $954K | Buy |
9,621
+3,546
| +58% | +$352K | 0.32% | 51 |
|
|
2025
Q1 | $601K | Buy |
6,075
+832
| +16% | +$82.3K | 0.22% | 68 |
|
|
2024
Q4 | $531K | Hold |
5,243
| – | – | 0.23% | 80 |
|
|
2024
Q3 | $531K | Buy |
5,243
+275
| +6% | +$27.8K | 0.23% | 80 |
|
|
2024
Q2 | $482K | Hold |
4,968
| – | – | 0.26% | 83 |
|
|
2024
Q1 | $487K | Hold |
4,968
| – | – | 0.26% | 77 |
|
|
2023
Q4 | $493K | Buy |
4,968
+21
| +0.4% | +$2.08K | 0.28% | 71 |
|
|
2023
Q3 | $465K | Buy |
4,947
+663
| +15% | +$62.3K | 0.3% | 65 |
|
|
2023
Q2 | $420K | Buy |
4,284
+546
| +15% | +$53.5K | 0.26% | 75 |
|
|
2023
Q1 | $372K | Buy |
3,738
+656
| +21% | +$65.4K | 0.24% | 84 |
|
|
2022
Q4 | $299K | Buy |
+3,082
| New | +$299K | 0.21% | 94 |
|
|
2022
Q1 | – | Sell |
-2,700
| Closed | -$308K | – | 108 |
|
|
2021
Q4 | $308K | Buy |
2,700
+2
| +0.1% | +$228 | 0.23% | 89 |
|
|
2021
Q3 | $310K | Buy |
2,698
+92
| +4% | +$10.6K | 0.26% | 85 |
|
|
2021
Q2 | $301K | Buy |
+2,606
| New | +$301K | 0.25% | 83 |
|