Bowman & Company’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 | $10.1M | Buy |
101,993
+281
| +0.3% | +$27.9K | 4.51% | 3 |
|
|
2025
Q1 | $10.1M | Sell |
101,712
-110,616
| -52% | -$10.9M | 4.94% | 2 |
|
|
2024
Q4 | $20.6M | Buy |
212,328
+2,969
| +1% | +$288K | 10.63% | 1 |
|
|
2024
Q3 | $21.2M | Sell |
209,359
-205
| -0.1% | -$20.8K | 11.13% | 1 |
|
|
2024
Q2 | $20.3M | Buy |
209,564
+3,464
| +2% | +$336K | 11.76% | 1 |
|
|
2024
Q1 | $20.2M | Buy |
206,100
+7,634
| +4% | +$748K | 12.18% | 1 |
|
|
2023
Q4 | $19.7M | Buy |
198,466
+1,945
| +1% | +$193K | 13.71% | 1 |
|
|
2023
Q3 | $18.5M | Buy |
196,521
+37,655
| +24% | +$3.54M | 14.71% | 1 |
|
|
2023
Q2 | $15.6M | Buy |
158,866
+33,104
| +26% | +$3.24M | 11.79% | 1 |
|
|
2023
Q1 | $12.5M | Sell |
125,762
-253
| -0.2% | -$25.2K | 9.19% | 3 |
|
|
2022
Q4 | $12.2M | Buy |
126,015
+3,291
| +3% | +$319K | 9.47% | 3 |
|
|
2022
Q3 | $11.8M | Buy |
122,724
+13,161
| +12% | +$1.27M | 10.72% | 3 |
|
|
2022
Q2 | $11.1M | Sell |
109,563
-1,919
| -2% | -$195K | 9.72% | 2 |
|
|
2022
Q1 | $11.9M | Buy |
111,482
+1,186
| +1% | +$127K | 9.19% | 3 |
|
|
2021
Q4 | $12.6M | Buy |
+110,296
| New | +$12.6M | 9.7% | 3 |
|