Cultivar Capital’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
$23M Buy
231,361
+3,297
+1% +$327K 16.59% 2
2025
Q1
$22.6M Buy
228,064
+5,940
+3% +$588K 18.15% 2
2024
Q4
$21.5M Buy
222,124
+4,906
+2% +$475K 18.84% 2
2024
Q3
$22M Buy
217,218
+7,897
+4% +$800K 18.1% 2
2024
Q2
$20.3M Buy
209,321
+6,117
+3% +$594K 17.02% 2
2024
Q1
$19.9M Buy
203,204
+2,882
+1% +$282K 16.99% 2
2023
Q4
$19.9M Buy
+200,322
New +$19.9M 17.48% 2