Caldwell Sutter Capital’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 | $141K | Hold |
1,425
| – | – | 0.06% | 239 |
|
|
2025
Q1 | $141K | Sell |
1,425
-48
| -3% | -$4.75K | 0.07% | 238 |
|
|
2024
Q4 | $143K | Sell |
1,473
-23
| -2% | -$2.23K | 0.07% | 238 |
|
|
2024
Q3 | $152K | Sell |
1,496
-4
| -0.3% | -$405 | 0.07% | 236 |
|
|
2024
Q2 | $146K | Sell |
1,500
-51
| -3% | -$4.95K | 0.07% | 233 |
|
|
2024
Q1 | $152K | Buy |
1,551
+87
| +6% | +$8.52K | 0.07% | 233 |
|
|
2023
Q4 | $145K | Buy |
1,464
+414
| +39% | +$41.1K | 0.07% | 228 |
|
|
2023
Q3 | $98.7K | Buy |
1,050
+150
| +17% | +$14.1K | 0.05% | 256 |
|
|
2023
Q2 | $88.2K | Buy |
900
+761
| +547% | +$74.5K | 0.05% | 265 |
|
|
2023
Q1 | $13.9K | Buy |
+139
| New | +$13.9K | 0.01% | 373 |
|