Empower Advisory 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
$5.66M Sell
57,075
-5,141
-8% -$510K 0.02% 178
2025
Q1
$6.15M Sell
62,216
-49,817
-44% -$4.93M 0.02% 175
2024
Q4
$10.9M Sell
112,033
-19,911
-15% -$1.93M 0.04% 158
2024
Q3
$13.4M Buy
131,944
+3,434
+3% +$348K 0.05% 148
2024
Q2
$12.5M Sell
128,510
-20,245
-14% -$1.97M 0.05% 147
2024
Q1
$14.6M Sell
148,755
-1,330,637
-90% -$130M 0.05% 139
2023
Q4
$147M Buy
1,479,392
+1,428,035
+2,781% +$142M 0.58% 34
2023
Q3
$4.83M Buy
51,357
+8,634
+20% +$812K 0.02% 180
2023
Q2
$4.18M Sell
42,723
-4,415
-9% -$432K 0.02% 191
2023
Q1
$4.71M Buy
+47,138
New +$4.71M 0.02% 189