Boston Research & Management’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 | $466K | Buy |
4,705
+337
| +8% | +$33.4K | 0.11% | 84 |
|
|
2025
Q1 | $432K | Buy |
4,368
+41
| +0.9% | +$4.06K | 0.11% | 87 |
|
|
2024
Q4 | $419K | Buy |
4,327
+10
| +0.2% | +$968 | 0.1% | 89 |
|
|
2024
Q3 | $437K | Buy |
4,317
+37
| +0.9% | +$3.75K | 0.1% | 90 |
|
|
2024
Q2 | $415K | Buy |
4,280
+423
| +11% | +$41K | 0.1% | 92 |
|
|
2024
Q1 | $377K | Buy |
3,857
+140
| +4% | +$13.7K | 0.09% | 95 |
|
|
2023
Q4 | $368K | Sell |
3,717
-267
| -7% | -$26.4K | 0.1% | 94 |
|
|
2023
Q3 | $374K | Buy |
3,984
+67
| +2% | +$6.29K | 0.11% | 89 |
|
|
2023
Q2 | $383K | Sell |
3,917
-556
| -12% | -$54.4K | 0.11% | 90 |
|
|
2023
Q1 | $445K | Sell |
4,473
-217
| -5% | -$21.6K | 0.13% | 86 |
|
|
2022
Q4 | $454K | Buy |
4,690
+492
| +12% | +$47.6K | 0.14% | 86 |
|
|
2022
Q3 | $404K | Sell |
4,198
-270
| -6% | -$26K | 0.14% | 88 |
|
|
2022
Q2 | $454K | Buy |
4,468
+87
| +2% | +$8.84K | 0.15% | 84 |
|
|
2022
Q1 | $469K | Buy |
4,381
+274
| +7% | +$29.3K | 0.14% | 86 |
|
|
2021
Q4 | $468K | Buy |
4,107
+5
| +0.1% | +$570 | 0.13% | 86 |
|
|
2021
Q3 | $471K | Buy |
4,102
+71
| +2% | +$8.15K | 0.14% | 85 |
|
|
2021
Q2 | $464K | Buy |
4,031
+221
| +6% | +$25.4K | 0.14% | 84 |
|
|
2021
Q1 | $433K | Buy |
3,810
+213
| +6% | +$24.2K | 0.14% | 84 |
|
|
2020
Q4 | $425K | Buy |
3,597
+268
| +8% | +$31.7K | 0.15% | 85 |
|
|
2020
Q3 | $393K | Sell |
3,329
-101
| -3% | -$11.9K | 0.15% | 81 |
|
|
2020
Q2 | $405K | Buy |
3,430
+6
| +0.2% | +$708 | 0.17% | 80 |
|
|
2020
Q1 | $395K | Buy |
3,424
+5
| +0.1% | +$577 | 0.2% | 74 |
|
|
2019
Q4 | $384K | Sell |
3,419
-39
| -1% | -$4.38K | 0.14% | 85 |
|
|
2019
Q3 | $391K | Buy |
3,458
+32
| +0.9% | +$3.62K | 0.15% | 83 |
|
|
2019
Q2 | $381K | Buy |
3,426
+237
| +7% | +$26.4K | 0.15% | 86 |
|
|
2019
Q1 | $347K | Buy |
3,189
+34
| +1% | +$3.7K | 0.14% | 88 |
|
|
2018
Q4 | $335K | Buy |
+3,155
| New | +$335K | 0.16% | 85 |
|