Cooper Financial Group’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 | $220K | Sell |
2,222
-537
| -19% | -$53.3K | 0.03% | 347 |
|
|
2025
Q1 | $273K | Buy |
2,759
+497
| +22% | +$49.2K | 0.04% | 321 |
|
|
2024
Q4 | $219K | Buy |
2,262
+24
| +1% | +$2.33K | 0.03% | 364 |
|
|
2024
Q3 | $227K | Buy |
+2,238
| New | +$227K | 0.03% | 353 |
|
|
2022
Q3 | – | Sell |
-2,229
| Closed | -$227K | – | 263 |
|
|
2022
Q2 | $227K | Buy |
+2,229
| New | +$227K | 0.08% | 220 |
|
|
2021
Q2 | – | Sell |
-2,315
| Closed | -$264K | – | 251 |
|
|
2021
Q1 | $264K | Sell |
2,315
-14,660
| -86% | -$1.67M | 0.06% | 199 |
|
|
2020
Q4 | $2.01M | Buy |
+16,975
| New | +$2.01M | 0.41% | 41 |
|