Consolidated Portfolio Review Corp’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 | $1.93M | Buy |
19,499
+8,078
| +71% | +$801K | 0.27% | 94 |
|
|
2025
Q1 | $1.13M | Buy |
11,421
+189
| +2% | +$18.7K | 0.18% | 128 |
|
|
2024
Q4 | $1.09M | Sell |
11,232
-58
| -0.5% | -$5.62K | 0.17% | 137 |
|
|
2024
Q3 | $1.14M | Sell |
11,290
-795
| -7% | -$80.5K | 0.26% | 96 |
|
|
2024
Q2 | $1.17M | Buy |
12,085
+3,729
| +45% | +$362K | 0.27% | 90 |
|
|
2024
Q1 | $818K | Sell |
8,356
-5,860
| -41% | -$574K | 0.21% | 117 |
|
|
2023
Q4 | $1.41M | Sell |
14,216
-1,773
| -11% | -$176K | 0.32% | 82 |
|
|
2023
Q3 | $1.5M | Buy |
15,989
+2,553
| +19% | +$240K | 0.36% | 80 |
|
|
2023
Q2 | $1.32M | Buy |
13,436
+745
| +6% | +$73K | 0.31% | 88 |
|
|
2023
Q1 | $1.26M | Buy |
+12,691
| New | +$1.26M | 0.34% | 78 |
|