Fi3 Financial Advisors’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 | $741K | Sell |
7,470
-8,112
| -52% | -$805K | 0.27% | 37 |
|
|
2025
Q1 | $1.54M | Sell |
15,582
-28,704
| -65% | -$2.84M | 0.63% | 22 |
|
|
2024
Q4 | $4.29M | Buy |
+44,286
| New | +$4.29M | 1.61% | 15 |
|
|
2023
Q2 | – | Sell |
-22,403
| Closed | -$2.23M | – | 71 |
|
|
2023
Q1 | $2.23M | Sell |
22,403
-3,084
| -12% | -$307K | 1.19% | 16 |
|
|
2022
Q4 | $2.47M | Buy |
+25,487
| New | +$2.47M | 1.41% | 15 |
|