Camarda 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 | $1.01M | Sell |
10,140
-5,173
| -34% | -$513K | 0.4% | 67 |
|
2025
Q1 | $1.51M | Sell |
15,313
-2,039
| -12% | -$202K | 0.68% | 45 |
|
2024
Q4 | $1.68M | Sell |
17,352
-16,601
| -49% | -$1.61M | 0.63% | 49 |
|
2024
Q3 | $3.44M | Buy |
+33,953
| New | +$3.44M | 1.29% | 15 |
|
2018
Q4 | – | Sell |
-310
| Closed | -$33K | – | 164 |
|
2018
Q3 | $33K | Buy |
+310
| New | +$33K | 0.04% | 125 |
|
2013
Q4 | – | Sell |
-13
| Closed | -$1K | – | 181 |
|
2013
Q3 | $1K | Sell |
13
-2,794
| -100% | -$215K | ﹤0.01% | 91 |
|
2013
Q2 | $301K | Buy |
+2,807
| New | +$301K | 0.28% | 66 |
|