CAM
Creekmur Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
60,559
-74,923
| -55% | -$7.43M | 1.06% | 18 |
|
|
2025
Q1 | $13.4M | Buy |
135,482
+4,425
| +3% | +$438K | 2.81% | 10 |
|
|
2024
Q4 | $12.7M | Buy |
131,057
+15,137
| +13% | +$1.47M | 2.91% | 10 |
|
|
2024
Q3 | $11.7M | Buy |
115,920
+24,245
| +26% | +$2.46M | 2.76% | 10 |
|
|
2024
Q2 | $8.9M | Buy |
91,675
+26,321
| +40% | +$2.55M | 2.3% | 11 |
|
|
2024
Q1 | $6.4M | Sell |
65,354
-6,139
| -9% | -$601K | 2.19% | 11 |
|
|
2023
Q4 | $7.1M | Buy |
+71,493
| New | +$7.1M | 2.21% | 11 |
|