FIC
Family Investment Center’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 | $3.75M | Sell |
37,846
-1,245
| -3% | -$124K | 0.85% | 22 |
|
|
2025
Q1 | $3.87M | Sell |
39,091
-2,491
| -6% | -$246K | 0.94% | 23 |
|
|
2024
Q4 | $4.03M | Buy |
41,582
+550
| +1% | +$53.3K | 1.02% | 24 |
|
|
2024
Q3 | $4.16M | Buy |
41,032
+221
| +0.5% | +$22.4K | 1.04% | 22 |
|
|
2024
Q2 | $3.96M | Sell |
40,811
-14,339
| -26% | -$1.39M | 1.18% | 21 |
|
|
2024
Q1 | $5.4M | Sell |
55,150
-16,811
| -23% | -$1.65M | 1.74% | 18 |
|
|
2023
Q4 | $7.14M | Sell |
71,961
-9,827
| -12% | -$975K | 3.59% | 8 |
|
|
2023
Q3 | $7.69M | Buy |
81,788
+12,795
| +19% | +$1.2M | 4.65% | 6 |
|
|
2023
Q2 | $6.76M | Buy |
68,993
+7,851
| +13% | +$769K | 4.32% | 7 |
|
|
2023
Q1 | $6.09M | Buy |
61,142
+17,679
| +41% | +$1.76M | 4.18% | 7 |
|
|
2022
Q4 | $4.22M | Buy |
+43,463
| New | +$4.22M | 3.07% | 8 |
|