Caprock Group’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 | $699K | Buy |
+7,070
| New | +$699K | 0.02% | 593 |
|
|
2017
Q2 | – | Sell |
-2,765
| Closed | -$300K | – | 422 |
|
|
2017
Q1 | $300K | Sell |
2,765
-175
| -6% | -$19K | 0.07% | 245 |
|
|
2016
Q4 | $318K | Hold |
2,940
| – | – | 0.08% | 210 |
|
|
2016
Q3 | $331K | Sell |
2,940
-173
| -6% | -$19.5K | 0.08% | 238 |
|
|
2016
Q2 | $351K | Buy |
3,113
+173
| +6% | +$19.5K | 0.09% | 196 |
|
|
2016
Q1 | $326K | Buy |
+2,940
| New | +$326K | 0.08% | 215 |
|