EPIQ Partners’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 | $8.13M | Buy |
81,917
+3,928
| +5% | +$390K | 4.14% | 6 |
|
|
2025
Q1 | $7.71M | Buy |
77,989
+2,989
| +4% | +$296K | 4.07% | 6 |
|
|
2024
Q4 | $7.27M | Buy |
75,000
+10,581
| +16% | +$1.03M | 3.93% | 7 |
|
|
2024
Q3 | $6.52M | Buy |
64,419
+26,930
| +72% | +$2.73M | 3.61% | 6 |
|
|
2024
Q2 | $3.64M | Buy |
37,489
+4,295
| +13% | +$417K | 2.46% | 13 |
|
|
2024
Q1 | $3.25M | Buy |
33,194
+13,343
| +67% | +$1.31M | 2.16% | 19 |
|
|
2023
Q4 | $1.97M | Buy |
+19,851
| New | +$1.97M | 1.41% | 26 |
|