Csenge Advisory 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 | $8.42M | Sell |
85,832
-859
| -1% | -$84.3K | 0.44% | 42 |
|
2025
Q1 | $8.48M | Buy |
86,691
+2,772
| +3% | +$271K | 0.48% | 39 |
|
2024
Q4 | $8.13M | Buy |
83,919
+11,502
| +16% | +$1.11M | 0.44% | 46 |
|
2024
Q3 | $7.21M | Buy |
72,417
+741
| +1% | +$73.7K | 0.38% | 51 |
|
2024
Q2 | $6.96M | Sell |
71,676
-21,005
| -23% | -$2.04M | 0.39% | 46 |
|
2024
Q1 | $9.08M | Buy |
92,681
+7,009
| +8% | +$686K | 0.51% | 36 |
|
2023
Q4 | $8.5M | Buy |
85,672
+33,306
| +64% | +$3.31M | 0.53% | 34 |
|
2023
Q3 | $4.92M | Buy |
52,366
+8,225
| +19% | +$773K | 0.34% | 60 |
|
2023
Q2 | $4.32M | Buy |
44,141
+14,156
| +47% | +$1.39M | 0.29% | 67 |
|
2023
Q1 | $2.99M | Buy |
29,985
+18,693
| +166% | +$1.86M | 0.22% | 92 |
|
2022
Q4 | $1.1M | Sell |
11,292
-10,845
| -49% | -$1.05M | 0.08% | 207 |
|
2022
Q3 | $2.13M | Sell |
22,137
-2,894
| -12% | -$279K | 0.18% | 105 |
|
2022
Q2 | $2.55M | Buy |
25,031
+1,531
| +7% | +$156K | 0.21% | 97 |
|
2022
Q1 | $2.52M | Buy |
23,500
+12,409
| +112% | +$1.33M | 0.2% | 95 |
|
2021
Q4 | $1.28M | Sell |
11,091
-1,488
| -12% | -$171K | 0.11% | 155 |
|
2021
Q3 | $1.45M | Buy |
12,579
+1,488
| +13% | +$171K | 0.12% | 149 |
|
2021
Q2 | $1.28M | Sell |
11,091
-6,958
| -39% | -$801K | 0.11% | 155 |
|
2021
Q1 | $2.06M | Sell |
18,049
-14,290
| -44% | -$1.63M | 0.21% | 84 |
|
2020
Q4 | $3.82M | Buy |
32,339
+1,574
| +5% | +$186K | 0.46% | 43 |
|
2020
Q3 | $3.62M | Buy |
30,765
+20,922
| +213% | +$2.46M | 0.5% | 43 |
|
2020
Q2 | $1.16M | Buy |
9,843
+7,143
| +265% | +$845K | 0.17% | 107 |
|
2020
Q1 | $312K | Buy |
+2,700
| New | +$312K | 0.08% | 208 |
|