Bright Financial Advisors’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 | $32.7M | Buy |
330,018
+2,772
| +0.8% | +$275K | 18.17% | 1 |
|
|
2025
Q1 | $32.4M | Buy |
327,246
+6,659
| +2% | +$659K | 19.88% | 1 |
|
|
2024
Q4 | $31.1M | Sell |
320,587
-14,068
| -4% | -$1.36M | 19.53% | 1 |
|
|
2024
Q3 | $33.9M | Buy |
334,655
+10,702
| +3% | +$1.08M | 21.56% | 1 |
|
|
2024
Q2 | $31.4M | Buy |
323,953
+6,986
| +2% | +$678K | 22.19% | 1 |
|
|
2024
Q1 | $30.3M | Buy |
+316,967
| New | +$30.3M | 22.59% | 1 |
|