Financial Advisors Network’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 | $235K | Sell |
2,366
-55
| -2% | -$5.46K | 0.04% | 172 |
|
|
2025
Q1 | $239K | Buy |
2,421
+19
| +0.8% | +$1.88K | 0.04% | 159 |
|
|
2024
Q4 | $233K | Buy |
+2,402
| New | +$233K | 0.04% | 166 |
|
|
2023
Q4 | $412K | Sell |
4,150
-198
| -5% | -$19.7K | 0.08% | 103 |
|
|
2023
Q3 | $409K | Buy |
+4,348
| New | +$409K | 0.09% | 93 |
|
|
2022
Q4 | $351K | Sell |
3,621
-51
| -1% | -$4.95K | 0.09% | 86 |
|
|
2022
Q3 | $354K | Sell |
3,672
-599
| -14% | -$57.7K | 0.1% | 75 |
|
|
2022
Q2 | $434K | Sell |
4,271
-622
| -13% | -$63.2K | 0.12% | 69 |
|
|
2022
Q1 | $524K | Sell |
4,893
-18,020
| -79% | -$1.93M | 0.13% | 63 |
|
|
2021
Q4 | $2.61M | Sell |
22,913
-582
| -2% | -$66.4K | 0.59% | 37 |
|
|
2021
Q3 | $2.69M | Buy |
23,495
+1,183
| +5% | +$135K | 0.62% | 37 |
|
|
2021
Q2 | $2.57M | Buy |
22,312
+1,220
| +6% | +$141K | 0.76% | 25 |
|
|
2021
Q1 | $2.4M | Buy |
21,092
+2,392
| +13% | +$272K | 0.78% | 25 |
|
|
2020
Q4 | $2.21M | Buy |
18,700
+345
| +2% | +$40.8K | 0.76% | 28 |
|
|
2020
Q3 | $2.17M | Sell |
18,355
-3,649
| -17% | -$431K | 0.85% | 23 |
|
|
2020
Q2 | $2.6M | Sell |
22,004
-3,313
| -13% | -$392K | 1.06% | 19 |
|
|
2020
Q1 | $2.92M | Buy |
25,317
+15,768
| +165% | +$1.82M | 1.39% | 15 |
|
|
2019
Q4 | $1.07M | Buy |
9,549
+216
| +2% | +$24.3K | 0.49% | 42 |
|
|
2019
Q3 | $1.06M | Sell |
9,333
-84
| -0.9% | -$9.5K | 0.54% | 39 |
|
|
2019
Q2 | $1.06M | Buy |
9,417
+61
| +0.7% | +$6.87K | 0.57% | 40 |
|
|
2019
Q1 | $1.03M | Sell |
9,356
-532
| -5% | -$58.7K | 0.6% | 34 |
|
|
2018
Q4 | $1.05M | Buy |
+9,888
| New | +$1.05M | 0.66% | 30 |
|
|
2018
Q2 | $1.52M | Buy |
+14,300
| New | +$1.52M | 0.92% | 15 |
|
|
2017
Q4 | $3.65M | Buy |
33,339
+105
| +0.3% | +$11.5K | 2.46% | 11 |
|
|
2017
Q3 | $3.64M | Buy |
33,234
+574
| +2% | +$62.9K | 2.88% | 10 |
|
|
2017
Q2 | $3.58M | Buy |
32,660
+2,533
| +8% | +$277K | 2.97% | 10 |
|
|
2017
Q1 | $3.28M | Buy |
30,127
+3,267
| +12% | +$356K | 2.84% | 11 |
|
|
2016
Q4 | $2.9M | Buy |
+26,860
| New | +$2.9M | 2.47% | 10 |
|