Cape Investment Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Buy |
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|
2025
Q2 | $191K | Buy |
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|
2025
Q1 | $188K | Buy |
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|
2024
Q4 | $68.3K | Buy |
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|
2024
Q3 | $30K | Sell |
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|
2024
Q2 | $29K | Sell |
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|
2024
Q1 | $31.7K | Hold |
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|
2023
Q4 | $32.1K | Sell |
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|
2023
Q3 | $114K | Buy |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $110K | Buy |
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