Destiny 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
$7.36M Buy
74,147
+1,205
+2% +$120K 4.44% 8
2025
Q1
$7.22M Sell
72,942
-25,322
-26% -$2.5M 4.92% 8
2024
Q4
$9.52M Buy
98,264
+1,075
+1% +$104K 5.78% 5
2024
Q3
$9.54M Buy
97,189
+14,632
+18% +$1.44M 5.91% 5
2024
Q2
$8.01M Buy
82,557
+13,778
+20% +$1.34M 5.48% 6
2024
Q1
$6.74M Buy
68,779
+8,211
+14% +$804K 4.7% 8
2023
Q4
$6.01M Buy
+60,568
New +$6.01M 4.2% 8
2023
Q2
$956K Buy
9,757
+6,630
+212% +$649K 0.74% 20
2023
Q1
$312K Buy
+3,127
New +$312K 0.25% 37