Cutler Investment Counsel’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 | $310K | Buy |
3,127
+155
| +5% | +$15.4K | 0.03% | 121 |
|
|
2025
Q1 | $294K | Sell |
2,972
-113
| -4% | -$11.2K | 0.04% | 119 |
|
|
2024
Q4 | $299K | Buy |
+3,085
| New | +$299K | 0.04% | 115 |
|
|
2017
Q1 | – | Sell |
-2,117
| Closed | -$229K | – | 86 |
|
|
2016
Q4 | $229K | Sell |
2,117
-1,444
| -41% | -$156K | 0.06% | 68 |
|
|
2016
Q3 | $400K | Sell |
3,561
-1,158
| -25% | -$130K | 0.11% | 57 |
|
|
2016
Q2 | $531K | Sell |
4,719
-8,105
| -63% | -$912K | 0.15% | 53 |
|
|
2016
Q1 | $1.42M | Buy |
+12,824
| New | +$1.42M | 0.43% | 50 |
|