Clarity Capital 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 | $617K | Sell |
6,221
-7,250
| -54% | -$719K | 0.22% | 46 |
|
|
2025
Q1 | $1.33M | Buy |
13,471
+968
| +8% | +$95.8K | 0.54% | 33 |
|
|
2024
Q4 | $1.21M | Buy |
12,503
+2,161
| +21% | +$209K | 0.63% | 35 |
|
|
2024
Q3 | $1.05M | Buy |
10,342
+3,471
| +51% | +$352K | 0.62% | 45 |
|
|
2024
Q2 | $667K | Buy |
6,871
+78
| +1% | +$7.57K | 0.41% | 56 |
|
|
2024
Q1 | $665K | Buy |
6,793
+2,512
| +59% | +$246K | 0.44% | 54 |
|
|
2023
Q4 | $425K | Buy |
+4,281
| New | +$425K | 0.3% | 71 |
|