DI
Disciplined Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
4,400
-4,903
| -53% | -$486K | 0.18% | 86 |
|
|
2025
Q1 | $920K | Sell |
9,303
-887
| -9% | -$87.7K | 0.42% | 52 |
|
|
2024
Q4 | $987K | Buy |
+10,190
| New | +$987K | 0.49% | 54 |
|
|
2023
Q3 | – | Sell |
-1,647
| Closed | -$161K | – | 144 |
|
|
2023
Q2 | $161K | Buy |
1,647
+96
| +6% | +$9.4K | 0.09% | 125 |
|
|
2023
Q1 | $155K | Sell |
1,551
-230
| -13% | -$22.9K | 0.07% | 138 |
|
|
2022
Q4 | $173K | Buy |
1,781
+11
| +0.6% | +$1.07K | 0.08% | 119 |
|
|
2022
Q3 | $171K | Buy |
1,770
+7
| +0.4% | +$676 | 0.08% | 133 |
|
|
2022
Q2 | $179K | Buy |
1,763
+3
| +0.2% | +$305 | 0.08% | 131 |
|
|
2022
Q1 | $189K | Sell |
1,760
-21
| -1% | -$2.26K | 0.08% | 126 |
|
|
2021
Q4 | $203K | Sell |
1,781
-390
| -18% | -$44.5K | 0.09% | 109 |
|
|
2021
Q3 | $249K | Sell |
2,171
-82
| -4% | -$9.41K | 0.12% | 106 |
|
|
2021
Q2 | $260K | Sell |
2,253
-9,046
| -80% | -$1.04M | 0.13% | 106 |
|
|
2021
Q1 | $1.29M | Buy |
11,299
+32
| +0.3% | +$3.64K | 0.76% | 38 |
|
|
2020
Q4 | $1.33M | Buy |
11,267
+36
| +0.3% | +$4.26K | 0.89% | 34 |
|
|
2020
Q3 | $1.33M | Buy |
11,231
+49
| +0.4% | +$5.79K | 0.98% | 29 |
|
|
2020
Q2 | $1.32M | Sell |
11,182
-29
| -0.3% | -$3.43K | 1.03% | 28 |
|
|
2020
Q1 | $1.29M | Buy |
11,211
+8,555
| +322% | +$987K | 1.23% | 23 |
|
|
2019
Q4 | $298K | Buy |
+2,656
| New | +$298K | 0.25% | 73 |
|