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