BBA
Braun-Bostich & Associates’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 | $264K | Buy |
2,657
+93
| +4% | +$9.23K | 0.18% | 94 |
|
|
2025
Q1 | $254K | Buy |
2,564
+31
| +1% | +$3.07K | 0.19% | 92 |
|
|
2024
Q4 | $245K | Buy |
2,533
+109
| +4% | +$10.6K | 0.18% | 92 |
|
|
2024
Q3 | $245K | Sell |
2,424
-413
| -15% | -$41.8K | 0.17% | 97 |
|
|
2024
Q2 | $275K | Sell |
2,837
-427
| -13% | -$41.4K | 0.2% | 82 |
|
|
2024
Q1 | $320K | Sell |
3,264
-48,317
| -94% | -$4.73M | 0.27% | 88 |
|
|
2023
Q4 | $5.12M | Sell |
51,581
-171
| -0.3% | -$17K | 4.62% | 4 |
|
|
2023
Q3 | $4.87M | Buy |
51,752
+49,104
| +1,854% | +$4.62M | 9.08% | 4 |
|
|
2023
Q2 | $259K | Buy |
+2,648
| New | +$259K | 0.56% | 60 |
|
|
2022
Q4 | – | Sell |
-20,573
| Closed | -$1.98M | – | 59 |
|
|
2022
Q3 | $1.98M | Buy |
20,573
+2,992
| +17% | +$288K | 6.06% | 1 |
|
|
2022
Q2 | $1.79M | Buy |
+17,581
| New | +$1.79M | 4.65% | 1 |
|
|
2020
Q4 | – | Sell |
-23,596
| Closed | -$2.79M | – | 67 |
|
|
2020
Q3 | $2.79M | Buy |
23,596
+22,782
| +2,799% | +$2.69M | 2.77% | 10 |
|
|
2020
Q2 | $96K | Buy |
814
+745
| +1,080% | +$87.9K | 0.09% | 105 |
|
|
2020
Q1 | $8K | Buy |
+69
| New | +$8K | 0.01% | 222 |
|
|
2019
Q1 | – | Sell |
-72
| Closed | -$8K | – | 318 |
|
|
2018
Q4 | $8K | Buy |
72
+1
| +1% | +$111 | 0.01% | 262 |
|
|
2018
Q3 | $8K | Sell |
71
-224
| -76% | -$25.2K | 0.01% | 270 |
|
|
2018
Q2 | $31K | Sell |
295
-7,342
| -96% | -$772K | 0.03% | 192 |
|
|
2018
Q1 | $819K | Sell |
7,637
-8,861
| -54% | -$950K | 0.71% | 35 |
|
|
2017
Q4 | $1.8M | Buy |
+16,498
| New | +$1.8M | 1.53% | 17 |
|