Cosner 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 | $8.82M | Buy |
88,874
+9,824
| +12% | +$975K | 4.91% | 9 |
|
|
2025
Q1 | $7.82M | Buy |
79,050
+4,596
| +6% | +$455K | 4.78% | 9 |
|
|
2024
Q4 | $7.21M | Hold |
74,454
| – | – | 4.57% | 9 |
|
|
2024
Q3 | $7.54M | Buy |
74,454
+130
| +0.2% | +$13.2K | 4.86% | 9 |
|
|
2024
Q2 | $7.21M | Buy |
74,324
+671
| +0.9% | +$65.1K | 5.1% | 9 |
|
|
2024
Q1 | $7.21M | Buy |
73,653
+4,553
| +7% | +$446K | 5.17% | 9 |
|
|
2023
Q4 | $6.94M | Buy |
69,100
+2,746
| +4% | +$276K | 5.86% | 8 |
|
|
2023
Q3 | $6.24M | Buy |
66,354
+5,532
| +9% | +$520K | 5.5% | 10 |
|
|
2023
Q2 | $5.96M | Buy |
+60,822
| New | +$5.96M | 4.91% | 10 |
|