Cardinal Point Capital Management’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 | – | Sell |
-4,853
| Closed | -$480K | – | 243 |
|
|
2025
Q1 | $480K | Buy |
+4,853
| New | +$480K | 0.04% | 120 |
|
|
2024
Q2 | – | Sell |
-3,065
| Closed | -$300K | – | 74 |
|
|
2024
Q1 | $300K | Hold |
3,065
| – | – | 0.06% | 61 |
|
|
2023
Q4 | $304K | Sell |
3,065
-13,542
| -82% | -$1.34M | 0.07% | 55 |
|
|
2023
Q3 | $1.56M | Hold |
16,607
| – | – | 0.41% | 17 |
|
|
2023
Q2 | $1.63M | Sell |
16,607
-2,536
| -13% | -$248K | 0.49% | 17 |
|
|
2023
Q1 | $1.91M | Buy |
19,143
+3,284
| +21% | +$327K | 0.58% | 16 |
|
|
2022
Q4 | $1.54M | Buy |
+15,859
| New | +$1.54M | 0.53% | 19 |
|