Cynosure 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 | $11.9M | Buy |
120,016
+9,449
| +9% | +$937K | 1.35% | 17 |
|
2025
Q1 | $10.9M | Buy |
110,567
+12,239
| +12% | +$1.21M | 1.51% | 15 |
|
2024
Q4 | $9.53M | Sell |
98,328
-4,408
| -4% | -$427K | 1.42% | 16 |
|
2024
Q3 | $10.4M | Sell |
102,736
-14,223
| -12% | -$1.44M | 1.52% | 17 |
|
2024
Q2 | $11.4M | Buy |
116,959
+35,347
| +43% | +$3.43M | 1.82% | 11 |
|
2024
Q1 | $11.6M | Buy |
81,612
+33,389
| +69% | +$4.74M | 2.08% | 10 |
|
2023
Q4 | $4.79M | Buy |
48,223
+7,774
| +19% | +$772K | 0.86% | 23 |
|
2023
Q3 | $3.8M | Sell |
40,449
-610
| -1% | -$57.4K | 1.17% | 20 |
|
2023
Q2 | $4.02M | Buy |
+41,059
| New | +$4.02M | 1.21% | 21 |
|