F/M Investments’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 | $4.3M | Hold |
43,322
| – | – | 0.16% | 138 |
|
|
2025
Q1 | $4.29M | Buy |
43,322
+61
| +0.1% | +$6.03K | 0.17% | 131 |
|
|
2024
Q4 | $4.19M | Buy |
43,261
+27,691
| +178% | +$2.68M | 0.15% | 137 |
|
|
2024
Q3 | $1.58M | Buy |
15,570
+2,030
| +15% | +$206K | 0.05% | 233 |
|
|
2024
Q2 | $1.31M | Buy |
+13,540
| New | +$1.31M | 0.05% | 240 |
|
|
2022
Q3 | – | Sell |
-2,301
| Closed | -$265K | – | 36 |
|
|
2022
Q2 | $265K | Hold |
2,301
| – | – | 0.21% | 52 |
|
|
2022
Q1 | $246K | Hold |
2,301
| – | – | 0.2% | 51 |
|
|
2021
Q4 | $262K | Hold |
2,301
| – | – | 0.19% | 56 |
|
|
2021
Q3 | $264K | Hold |
2,301
| – | – | 0.19% | 66 |
|
|
2021
Q2 | $265K | Sell |
2,301
-50
| -2% | -$5.76K | 0.21% | 52 |
|
|
2021
Q1 | $268K | Buy |
2,351
+165
| +8% | +$18.8K | 0.21% | 63 |
|
|
2020
Q4 | $258K | Buy |
+2,186
| New | +$258K | 0.23% | 46 |
|