Ehrlich Financial 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 | $227K | Buy |
2,288
+67
| +3% | +$6.65K | 0.15% | 99 |
|
|
2025
Q1 | $220K | Hold |
2,221
| – | – | 0.16% | 94 |
|
|
2024
Q4 | $215K | Buy |
+2,221
| New | +$215K | 0.15% | 101 |
|
|
2024
Q2 | – | Sell |
-5,892
| Closed | -$577K | – | 101 |
|
|
2024
Q1 | $577K | Buy |
5,892
+3,598
| +157% | +$352K | 0.49% | 48 |
|
|
2023
Q4 | $228K | Buy |
+2,294
| New | +$228K | 0.23% | 88 |
|