Ethos 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 | $732K | Sell |
7,380
-132
| -2% | -$13.1K | 0.06% | 211 |
|
|
2025
Q1 | $728K | Buy |
7,512
+69
| +0.9% | +$6.69K | 0.07% | 183 |
|
|
2024
Q4 | $721K | Sell |
7,443
-2,143
| -22% | -$208K | 0.09% | 124 |
|
|
2024
Q3 | $971K | Buy |
9,586
+1,322
| +16% | +$134K | 0.16% | 81 |
|
|
2024
Q2 | $802K | Sell |
8,264
-658
| -7% | -$63.9K | 0.14% | 91 |
|
|
2024
Q1 | $874K | Sell |
8,922
-108
| -1% | -$10.6K | 0.17% | 90 |
|
|
2023
Q4 | $896K | Buy |
9,030
+1,472
| +19% | +$146K | 0.19% | 83 |
|
|
2023
Q3 | $711K | Buy |
7,558
+3,661
| +94% | +$344K | 0.18% | 76 |
|
|
2023
Q2 | $388K | Hold |
3,897
| – | – | 0.13% | 87 |
|
|
2023
Q1 | $388K | Sell |
3,897
-1,538
| -28% | -$153K | 0.12% | 103 |
|
|
2022
Q4 | $527K | Buy |
+5,435
| New | +$527K | 0.18% | 74 |
|