Christensen King & Associates Investment Services’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 | $2.43M | Sell |
24,476
-698
| -3% | -$69.2K | 1.11% | 20 |
|
|
2025
Q1 | $2.48M | Buy |
25,174
+86
| +0.3% | +$8.47K | 1.18% | 21 |
|
|
2024
Q4 | $2.43M | Buy |
25,088
+2,274
| +10% | +$220K | 1.14% | 22 |
|
|
2024
Q3 | $2.31M | Sell |
22,814
-1,365
| -6% | -$138K | 1.09% | 21 |
|
|
2024
Q2 | $2.35M | Sell |
24,179
-1,285
| -5% | -$125K | 1.16% | 21 |
|
|
2024
Q1 | $2.49M | Sell |
25,464
-596
| -2% | -$58.4K | 1.25% | 18 |
|
|
2023
Q4 | $2.59M | Buy |
+26,060
| New | +$2.59M | 1.38% | 18 |
|