Caitlin John’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
Q1 | – | Sell |
-540
| Closed | -$52.3K | – | 146 |
|
|
2024
Q4 | $52.3K | Hold |
540
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $52.8K | Hold |
540
| – | – | 0.03% | 219 |
|
|
2024
Q2 | $52.4K | Hold |
540
| – | – | 0.04% | 235 |
|
|
2024
Q1 | $52.9K | Sell |
540
-19
| -3% | -$1.86K | 0.04% | 220 |
|
|
2023
Q4 | $55.5K | Buy |
+559
| New | +$55.5K | 0.05% | 196 |
|