Farmers & Merchants Investments Inc’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 | $7.15M | Buy |
72,091
+770
| +1% | +$76.4K | 0.21% | 114 |
|
2025
Q1 | $7.06M | Sell |
71,321
-3,187
| -4% | -$315K | 0.22% | 111 |
|
2024
Q4 | $7.22M | Buy |
74,508
+15,438
| +26% | +$1.5M | 0.23% | 108 |
|
2024
Q3 | $5.98M | Buy |
59,070
+8,271
| +16% | +$838K | 0.19% | 118 |
|
2024
Q2 | $4.93M | Sell |
50,799
-1,722
| -3% | -$167K | 0.16% | 123 |
|
2024
Q1 | $5.14M | Sell |
52,521
-5,235
| -9% | -$513K | 0.17% | 123 |
|
2023
Q4 | $5.73M | Sell |
57,756
-11,238
| -16% | -$1.12M | 0.21% | 111 |
|
2023
Q3 | $6.49M | Sell |
68,994
-16,238
| -19% | -$1.53M | 0.25% | 105 |
|
2023
Q2 | $8.35M | Sell |
85,232
-8,997
| -10% | -$881K | 0.31% | 90 |
|
2023
Q1 | $9.39M | Sell |
94,229
-50,199
| -35% | -$5M | 0.37% | 85 |
|
2022
Q4 | $14M | Buy |
144,428
+119,546
| +480% | +$11.6M | 0.58% | 43 |
|
2022
Q3 | $2.4M | Buy |
24,882
+14,515
| +140% | +$1.4M | 0.11% | 153 |
|
2022
Q2 | $1.05M | Buy |
10,367
+8,905
| +609% | +$905K | 0.05% | 191 |
|
2022
Q1 | $157K | Sell |
1,462
-2,509
| -63% | -$269K | 0.01% | 302 |
|
2021
Q4 | $453K | Buy |
3,971
+2,509
| +172% | +$286K | 0.02% | 246 |
|
2021
Q3 | $168K | Buy |
1,462
+1,090
| +293% | +$125K | 0.01% | 289 |
|
2021
Q2 | $43K | Hold |
372
| – | – | ﹤0.01% | 380 |
|
2021
Q1 | $42K | Hold |
372
| – | – | ﹤0.01% | 354 |
|
2020
Q4 | $44K | Hold |
372
| – | – | ﹤0.01% | 342 |
|
2020
Q3 | $44K | Hold |
372
| – | – | ﹤0.01% | 334 |
|
2020
Q2 | $44K | Hold |
372
| – | – | ﹤0.01% | 325 |
|
2020
Q1 | $43K | Sell |
372
-161
| -30% | -$18.6K | ﹤0.01% | 307 |
|
2019
Q4 | $60K | Buy |
533
+161
| +43% | +$18.1K | ﹤0.01% | 301 |
|
2019
Q3 | $42K | Hold |
372
| – | – | ﹤0.01% | 335 |
|
2019
Q2 | $41K | Hold |
372
| – | – | ﹤0.01% | 341 |
|
2019
Q1 | $41K | Hold |
372
| – | – | ﹤0.01% | 335 |
|
2018
Q4 | $40K | Sell |
372
-768
| -67% | -$82.6K | ﹤0.01% | 326 |
|
2018
Q3 | $120K | Hold |
1,140
| – | – | 0.01% | 253 |
|
2018
Q2 | $121K | Buy |
1,140
+768
| +206% | +$81.5K | 0.01% | 255 |
|
2018
Q1 | $40K | Sell |
372
-157
| -30% | -$16.9K | ﹤0.01% | 347 |
|
2017
Q4 | $58K | Buy |
529
+157
| +42% | +$17.2K | ﹤0.01% | 308 |
|
2017
Q3 | $41K | Hold |
372
| – | – | ﹤0.01% | 341 |
|
2017
Q2 | $41K | Hold |
372
| – | – | ﹤0.01% | 353 |
|
2017
Q1 | $40K | Sell |
372
-698
| -65% | -$75.1K | ﹤0.01% | 333 |
|
2016
Q4 | $116K | Buy |
1,070
+215
| +25% | +$23.3K | 0.01% | 276 |
|
2016
Q3 | $96K | Sell |
855
-250
| -23% | -$28.1K | 0.01% | 251 |
|
2016
Q2 | $124K | Buy |
1,105
+233
| +27% | +$26.1K | 0.01% | 226 |
|
2016
Q1 | $97K | Sell |
872
-220
| -20% | -$24.5K | 0.01% | 233 |
|
2015
Q4 | $118K | Sell |
1,092
-30
| -3% | -$3.24K | 0.01% | 239 |
|
2015
Q3 | $123K | Hold |
1,122
| – | – | 0.02% | 225 |
|
2015
Q2 | $122K | Buy |
1,122
+372
| +50% | +$40.4K | 0.02% | 227 |
|
2015
Q1 | $84K | Hold |
750
| – | – | 0.01% | 247 |
|
2014
Q4 | $83K | Sell |
750
-47
| -6% | -$5.2K | 0.01% | 241 |
|
2014
Q3 | $87K | Hold |
797
| – | – | 0.01% | 238 |
|
2014
Q2 | $87K | Hold |
797
| – | – | 0.01% | 242 |
|
2014
Q1 | $86K | Hold |
797
| – | – | 0.01% | 240 |
|
2013
Q4 | $85K | Hold |
797
| – | – | 0.01% | 248 |
|
2013
Q3 | $85K | Hold |
797
| – | – | 0.01% | 246 |
|
2013
Q2 | $85K | Buy |
+797
| New | +$85K | 0.01% | 252 |
|