Creative Capital Management Investments’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 | $369K | Hold |
3,716
| – | – | 0.13% | 32 |
|
|
2025
Q1 | $368K | Hold |
3,716
| – | – | 0.14% | 34 |
|
|
2024
Q4 | $360K | Buy |
+3,716
| New | +$360K | 0.15% | 35 |
|
|
2023
Q4 | – | Sell |
-11,409
| Closed | -$1.07M | – | 213 |
|
|
2023
Q3 | $1.07M | Sell |
11,409
-6,443
| -36% | -$606K | 0.74% | 14 |
|
|
2023
Q2 | $1.75M | Hold |
17,852
| – | – | 1.26% | 11 |
|
|
2023
Q1 | $1.78M | Sell |
17,852
-23,247
| -57% | -$2.32M | 1.3% | 11 |
|
|
2022
Q4 | $3.99M | Buy |
+41,099
| New | +$3.99M | 3.48% | 8 |
|