EFG
Erickson Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
69,632
+1,100
| +2% | +$109K | 4.67% | 7 |
|
|
2025
Q1 | $6.78M | Buy |
68,532
+1,416
| +2% | +$140K | 5.06% | 8 |
|
|
2024
Q4 | $6.5M | Buy |
67,116
+370
| +0.6% | +$35.9K | 4.63% | 8 |
|
|
2024
Q3 | $6.76M | Sell |
66,746
-392
| -0.6% | -$39.7K | 4.84% | 8 |
|
|
2024
Q2 | $6.52M | Sell |
67,138
-280
| -0.4% | -$27.2K | 4.97% | 7 |
|
|
2024
Q1 | $6.6M | Buy |
67,418
+762
| +1% | +$74.6K | 5.18% | 7 |
|
|
2023
Q4 | $6.62M | Buy |
66,656
+46
| +0.1% | +$4.57K | 5.5% | 7 |
|
|
2023
Q3 | $6.26M | Buy |
66,610
+356
| +0.5% | +$33.5K | 5.86% | 7 |
|
|
2023
Q2 | $6.49M | Buy |
66,254
+8,308
| +14% | +$814K | 5.89% | 7 |
|
|
2023
Q1 | $5.77M | Buy |
57,946
+441
| +0.8% | +$43.9K | 5.73% | 8 |
|
|
2022
Q4 | $5.58M | Sell |
57,505
-1,443
| -2% | -$140K | 6.04% | 8 |
|
|
2022
Q3 | $5.68M | Sell |
58,948
-428
| -0.7% | -$41.2K | 6.31% | 4 |
|
|
2022
Q2 | $6.04M | Sell |
59,376
-189
| -0.3% | -$19.2K | 6.47% | 4 |
|
|
2022
Q1 | $6.38M | Sell |
59,565
-3,223
| -5% | -$345K | 5.74% | 6 |
|
|
2021
Q4 | $7.16M | Buy |
+62,788
| New | +$7.16M | 6.17% | 5 |
|