BFG
Bouchey Financial Group’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 | $66.2M | Buy |
667,768
+122,640
| +22% | +$12.2M | 5.51% | 6 |
|
|
2025
Q1 | $53.9M | Buy |
545,128
+17,179
| +3% | +$1.7M | 4.86% | 7 |
|
|
2024
Q4 | $51.2M | Buy |
527,949
+164,521
| +45% | +$15.9M | 4.47% | 7 |
|
|
2024
Q3 | $36.8M | Buy |
363,428
+47,981
| +15% | +$4.86M | 3.29% | 8 |
|
|
2024
Q2 | $30.6M | Buy |
315,447
+21,506
| +7% | +$2.09M | 2.91% | 9 |
|
|
2024
Q1 | $28.8M | Buy |
293,941
+85,903
| +41% | +$8.41M | 2.83% | 9 |
|
|
2023
Q4 | $20.6M | Sell |
208,038
-65,433
| -24% | -$6.49M | 2.21% | 13 |
|
|
2023
Q3 | $25.7M | Sell |
273,471
-20,293
| -7% | -$1.91M | 3.15% | 12 |
|
|
2023
Q2 | $28.8M | Buy |
293,764
+10,021
| +4% | +$982K | 3.48% | 9 |
|
|
2023
Q1 | $28.3M | Buy |
283,743
+11,718
| +4% | +$1.17M | 3.73% | 9 |
|
|
2022
Q4 | $26.4M | Buy |
272,025
+24,547
| +10% | +$2.38M | 3.8% | 10 |
|
|
2022
Q3 | $23.8M | Buy |
247,478
+243,710
| +6,468% | +$23.5M | 3.49% | 7 |
|
|
2022
Q2 | $383K | Sell |
3,768
-247,028
| -98% | -$25.1M | 0.06% | 61 |
|
|
2022
Q1 | $26.9M | Sell |
250,796
-52,608
| -17% | -$5.63M | 3.6% | 7 |
|
|
2021
Q4 | $34.6M | Sell |
303,404
-53,060
| -15% | -$6.05M | 4.65% | 7 |
|
|
2021
Q3 | $40.9M | Buy |
356,464
+9,801
| +3% | +$1.13M | 5.69% | 3 |
|
|
2021
Q2 | $40M | Buy |
346,663
+12,336
| +4% | +$1.42M | 6.36% | 3 |
|
|
2021
Q1 | $38.1M | Buy |
334,327
+5,729
| +2% | +$652K | 6.14% | 3 |
|
|
2020
Q4 | $38.8M | Buy |
328,598
+12,790
| +4% | +$1.51M | 6.66% | 3 |
|
|
2020
Q3 | $37.3M | Buy |
315,808
+13,337
| +4% | +$1.57M | 7.22% | 3 |
|
|
2020
Q2 | $35.8M | Buy |
302,471
+14,536
| +5% | +$1.72M | 7.53% | 3 |
|
|
2020
Q1 | $33.2M | Buy |
287,935
+5,917
| +2% | +$683K | 8.82% | 3 |
|
|
2019
Q4 | $31.7M | Buy |
282,018
+88,233
| +46% | +$9.91M | 7.24% | 3 |
|
|
2019
Q3 | $21.9M | Buy |
193,785
+12,788
| +7% | +$1.45M | 5.24% | 5 |
|
|
2019
Q2 | $20.2M | Buy |
+180,997
| New | +$20.2M | 4.92% | 6 |
|