Clearwater Capital Advisors’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 | $13M | Sell |
130,881
-10,780
| -8% | -$1.07M | 1.19% | 21 |
|
|
2025
Q1 | $14M | Sell |
141,661
-4,054
| -3% | -$401K | 1.35% | 17 |
|
|
2024
Q4 | $14.1M | Buy |
145,715
+5,298
| +4% | +$513K | 1.38% | 18 |
|
|
2024
Q3 | $14.2M | Sell |
140,417
-7,250
| -5% | -$734K | 1.38% | 17 |
|
|
2024
Q2 | $14.3M | Sell |
147,667
-5,198
| -3% | -$505K | 1.52% | 16 |
|
|
2024
Q1 | $15M | Sell |
152,865
-1,234
| -0.8% | -$121K | 1.6% | 16 |
|
|
2023
Q4 | $15.3M | Buy |
+154,099
| New | +$15.3M | 1.71% | 15 |
|
|
2021
Q1 | – | Sell |
-1,821
| Closed | -$215K | – | 161 |
|
|
2020
Q4 | $215K | Buy |
+1,821
| New | +$215K | 0.03% | 144 |
|
|
2018
Q2 | – | Sell |
-1,046
| Closed | -$112K | – | 189 |
|
|
2018
Q1 | $112K | Buy |
+1,046
| New | +$112K | 0.02% | 225 |
|