Eight 31 Financial’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 | $14.8M | Sell |
149,320
-11,945
| -7% | -$1.18M | 9.78% | 1 |
|
|
2025
Q1 | $16M | Buy |
161,265
+142,603
| +764% | +$14.1M | 10.21% | 1 |
|
|
2024
Q4 | $1.81M | Sell |
18,662
-1,736
| -9% | -$168K | 1.36% | 14 |
|
|
2024
Q3 | $2.07M | Buy |
20,398
+5,476
| +37% | +$555K | 1.59% | 12 |
|
|
2024
Q2 | $1.45M | Sell |
14,922
-2,505
| -14% | -$243K | 1.1% | 19 |
|
|
2024
Q1 | $1.71M | Sell |
17,427
-3,540
| -17% | -$347K | 1.06% | 23 |
|
|
2023
Q4 | $2.08M | Buy |
+20,967
| New | +$2.08M | 1.27% | 15 |
|