Cascade Financial Partners’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 | $1.37M | Sell |
13,790
-1,323
| -9% | -$131K | 0.16% | 92 |
|
|
2025
Q1 | $1.49M | Sell |
15,113
-3,063
| -17% | -$303K | 0.19% | 87 |
|
|
2024
Q4 | $1.76M | Sell |
18,176
-2,468
| -12% | -$239K | 0.23% | 69 |
|
|
2024
Q3 | $2.04M | Sell |
20,644
-3,349
| -14% | -$331K | 0.26% | 65 |
|
|
2024
Q2 | $2.33M | Sell |
23,993
-7
| -0% | -$679 | 0.31% | 57 |
|
|
2024
Q1 | $2.3M | Buy |
+24,000
| New | +$2.3M | 0.33% | 52 |
|