Everett Harris & Co’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 | $287K | Hold |
2,892
| – | – | ﹤0.01% | 277 |
|
|
2025
Q1 | $286K | Hold |
2,892
| – | – | ﹤0.01% | 272 |
|
|
2024
Q4 | $280K | Hold |
2,892
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $293K | Hold |
2,892
| – | – | ﹤0.01% | 240 |
|
|
2024
Q2 | $281K | Sell |
2,892
-200
| -6% | -$19.4K | ﹤0.01% | 237 |
|
|
2024
Q1 | $303K | Sell |
3,092
-1,140
| -27% | -$112K | ﹤0.01% | 225 |
|
|
2023
Q4 | $420K | Hold |
4,232
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $398K | Sell |
4,232
-105
| -2% | -$9.87K | 0.01% | 185 |
|
|
2023
Q2 | $425K | Buy |
+4,337
| New | +$425K | 0.01% | 183 |
|