Diversify Advisory Services’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 | $2.6M | Sell |
26,249
-11,027
| -30% | -$1.09M | 0.1% | 154 |
|
|
2025
Q1 | $3.69M | Buy |
37,276
+29,109
| +356% | +$2.89M | 0.23% | 75 |
|
|
2024
Q4 | $784K | Sell |
8,167
-21,782
| -73% | -$2.09M | 0.04% | 271 |
|
|
2024
Q3 | $2.96M | Buy |
29,949
+21,080
| +238% | +$2.08M | 0.16% | 113 |
|
|
2024
Q2 | $865K | Sell |
8,869
-2,390
| -21% | -$233K | 0.05% | 274 |
|
|
2024
Q1 | $1.09M | Buy |
+11,259
| New | +$1.09M | 0.06% | 236 |
|