CIR
Clear Investment Research’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 | $365K | Buy |
3,678
+10
| +0.3% | +$992 | 0.46% | 40 |
|
|
2025
Q1 | $363K | Sell |
3,668
-4
| -0.1% | -$396 | 0.48% | 38 |
|
|
2024
Q4 | $356K | Buy |
3,672
+16
| +0.4% | +$1.55K | 0.46% | 40 |
|
|
2024
Q3 | $370K | Buy |
3,656
+2
| +0.1% | +$203 | 0.48% | 38 |
|
|
2024
Q2 | $355K | Buy |
3,654
+7
| +0.2% | +$679 | 0.46% | 36 |
|
|
2024
Q1 | $357K | Buy |
3,647
+19
| +0.5% | +$1.86K | 0.48% | 35 |
|
|
2023
Q4 | $360K | Buy |
3,628
+7
| +0.2% | +$695 | 0.51% | 36 |
|
|
2023
Q3 | $341K | Sell |
3,621
-7
| -0.2% | -$658 | 0.59% | 31 |
|
|
2023
Q2 | $355K | Buy |
3,628
+127
| +4% | +$12.4K | 0.6% | 31 |
|
|
2023
Q1 | $349K | Sell |
3,501
-1,067
| -23% | -$106K | 0.61% | 27 |
|
|
2022
Q4 | $443K | Buy |
4,568
+316
| +7% | +$30.6K | 0.86% | 24 |
|
|
2022
Q3 | $410K | Sell |
4,252
-49
| -1% | -$4.73K | 0.86% | 23 |
|
|
2022
Q2 | $437K | Sell |
4,301
-333
| -7% | -$33.8K | 0.97% | 23 |
|
|
2022
Q1 | $496K | Sell |
4,634
-3,612
| -44% | -$387K | 0.97% | 23 |
|
|
2021
Q4 | $941K | Buy |
8,246
+141
| +2% | +$16.1K | 1.44% | 16 |
|
|
2021
Q3 | $931K | Buy |
8,105
+226
| +3% | +$26K | 1.51% | 15 |
|
|
2021
Q2 | $909K | Buy |
7,879
+120
| +2% | +$13.8K | 1.52% | 15 |
|
|
2021
Q1 | $883K | Buy |
7,759
+158
| +2% | +$18K | 1.6% | 15 |
|
|
2020
Q4 | $898K | Buy |
7,601
+527
| +7% | +$62.3K | 1.62% | 14 |
|
|
2020
Q3 | $835K | Buy |
7,074
+119
| +2% | +$14K | 1.69% | 15 |
|
|
2020
Q2 | $822K | Buy |
6,955
+809
| +13% | +$95.6K | 1.76% | 15 |
|
|
2020
Q1 | $709K | Buy |
6,146
+2
| +0% | +$231 | 1.72% | 15 |
|
|
2019
Q4 | $690K | Sell |
6,144
-111
| -2% | -$12.5K | 1.43% | 14 |
|
|
2019
Q3 | $708K | Buy |
6,255
+897
| +17% | +$102K | 1.52% | 15 |
|
|
2019
Q2 | $597K | Sell |
5,358
-7,872
| -60% | -$877K | 0.98% | 17 |
|
|
2019
Q1 | $1.44M | Buy |
13,230
+279
| +2% | +$30.4K | 2.25% | 11 |
|
|
2018
Q4 | $1.38M | Sell |
12,951
-4,005
| -24% | -$426K | 2.23% | 11 |
|
|
2018
Q3 | $1.79M | Sell |
16,956
-113,257
| -87% | -$11.9M | 2.59% | 11 |
|
|
2018
Q2 | $14M | Hold |
130,213
| – | – | 9.14% | 3 |
|
|
2018
Q1 | $14M | Buy |
130,213
+711
| +0.5% | +$76.3K | 9.14% | 3 |
|
|
2017
Q4 | $14.2M | Buy |
129,502
+3,098
| +2% | +$339K | 9.37% | 3 |
|
|
2017
Q3 | $13.9M | Sell |
126,404
-38,533
| -23% | -$4.22M | 9.4% | 3 |
|
|
2017
Q2 | $18.1M | Buy |
164,937
+19,166
| +13% | +$2.1M | 13.78% | 1 |
|
|
2017
Q1 | $15.8M | Buy |
145,771
+6,764
| +5% | +$734K | 11.36% | 2 |
|
|
2016
Q4 | $15M | Buy |
139,007
+2,517
| +2% | +$272K | 11.58% | 2 |
|
|
2016
Q3 | $15.3M | Sell |
136,490
-48,224
| -26% | -$5.42M | 12.16% | 1 |
|
|
2016
Q2 | $20.8M | Buy |
184,714
+67,632
| +58% | +$7.62M | 21.74% | 1 |
|
|
2016
Q1 | $13M | Sell |
117,082
-3,612
| -3% | -$400K | 10.63% | 2 |
|
|
2015
Q4 | $13M | Buy |
120,694
+9,190
| +8% | +$993K | 11.11% | 2 |
|
|
2015
Q3 | $12.2M | Sell |
111,504
-1,669
| -1% | -$183K | 11.32% | 2 |
|
|
2015
Q2 | $12.3M | Buy |
113,173
+1,784
| +2% | +$194K | 10.95% | 2 |
|
|
2015
Q1 | $12.4M | Buy |
+111,389
| New | +$12.4M | 11.23% | 2 |
|