Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $606K | Sell |
5,984
-10
| -0.2% | -$1.01K | 0.36% | 59 |
|
|
2024
Q2 | $582K | Sell |
5,994
-104
| -2% | -$10.1K | 0.37% | 59 |
|
|
2024
Q1 | $597K | Buy |
6,098
+312
| +5% | +$30.6K | 0.37% | 61 |
|
|
2023
Q4 | $574K | Sell |
5,786
-3,474
| -38% | -$345K | 0.38% | 63 |
|
|
2023
Q3 | $871K | Buy |
9,260
+1,692
| +22% | +$159K | 0.64% | 43 |
|
|
2023
Q2 | $741K | Sell |
7,568
-337
| -4% | -$33K | 0.5% | 43 |
|
|
2023
Q1 | $788K | Buy |
7,905
+333
| +4% | +$33.2K | 0.58% | 44 |
|
|
2022
Q4 | $734K | Buy |
+7,572
| New | +$734K | 0.61% | 43 |
|