CIA
Concurrent Investment Advisors’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 | $27.9M | Buy |
280,968
+46,821
| +20% | +$4.64M | 0.54% | 30 |
|
|
2025
Q1 | $23.2M | Sell |
234,147
-576,724
| -71% | -$57M | 0.56% | 30 |
|
|
2024
Q4 | $78.6M | Buy |
810,871
+474,154
| +141% | +$45.9M | 2.12% | 6 |
|
|
2024
Q3 | $34.1M | Buy |
336,717
+14,278
| +4% | +$1.45M | 1.01% | 14 |
|
|
2024
Q2 | $31.3M | Buy |
322,439
+133,183
| +70% | +$12.9M | 1.03% | 13 |
|
|
2024
Q1 | $18.5M | Buy |
189,256
+42,694
| +29% | +$4.18M | 0.75% | 25 |
|
|
2023
Q4 | $14.5M | Buy |
+146,562
| New | +$14.5M | 0.69% | 26 |
|