Coppell Advisory Solutions’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 | $1.03M | Buy |
10,440
+1,841
| +21% | +$182K | 0.12% | 165 |
|
|
2025
Q1 | $4.79M | Sell |
8,599
-11,180
| -57% | -$6.23M | 0.66% | 33 |
|
|
2024
Q4 | $1.92M | Buy |
19,779
+3,984
| +25% | +$387K | 0.27% | 79 |
|
|
2024
Q3 | $1.6M | Sell |
15,795
-2,471
| -14% | -$251K | 0.24% | 93 |
|
|
2024
Q2 | $1.77M | Buy |
+18,266
| New | +$1.77M | 0.29% | 75 |
|
|
2023
Q4 | $1.79M | Buy |
18,028
+1,309
| +8% | +$130K | 0.36% | 69 |
|
|
2023
Q3 | $1.62M | Sell |
16,719
-4,337
| -21% | -$421K | 0.56% | 44 |
|
|
2023
Q2 | $2.06M | Buy |
21,056
+11,257
| +115% | +$1.1M | 0.58% | 38 |
|
|
2023
Q1 | $972K | Sell |
9,799
-2,848
| -23% | -$282K | 0.32% | 83 |
|
|
2022
Q4 | $1.23M | Buy |
+12,647
| New | +$1.23M | 0.42% | 61 |
|
|
2020
Q4 | $3.49M | Buy |
+29,485
| New | +$3.49M | 1.76% | 11 |
|