CFP
Catalyst Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
233,324
+35,003
| +18% | +$3.47M | 2.53% | 6 |
|
|
2025
Q1 | $19.6M | Buy |
198,321
+9,177
| +5% | +$908K | 3.61% | 6 |
|
|
2024
Q4 | $18.3M | Buy |
189,144
+4,299
| +2% | +$417K | 3.45% | 6 |
|
|
2024
Q3 | $18.7M | Buy |
184,845
+11,121
| +6% | +$1.13M | 3.66% | 6 |
|
|
2024
Q2 | $16.9M | Buy |
173,724
+23,318
| +16% | +$2.26M | 3.71% | 7 |
|
|
2024
Q1 | $14.4M | Buy |
150,406
+18,903
| +14% | +$1.81M | 3.7% | 6 |
|
|
2023
Q4 | $13.1M | Buy |
131,503
+15,445
| +13% | +$1.53M | 3.69% | 6 |
|
|
2023
Q3 | $10.9M | Buy |
116,058
+12,333
| +12% | +$1.16M | 3.52% | 7 |
|
|
2023
Q2 | $10.2M | Buy |
103,725
+18,545
| +22% | +$1.82M | 3.62% | 7 |
|
|
2023
Q1 | $8.49M | Buy |
85,180
+22,963
| +37% | +$2.29M | 3.63% | 7 |
|
|
2022
Q4 | $6.03M | Buy |
+62,217
| New | +$6.03M | 3.1% | 7 |
|