Financial Advisory Group’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
Q1 | $2.91M | Sell |
29,728
-13,655
| -31% | -$1.34M | 0.51% | 26 |
|
|
2023
Q4 | $4.31M | Sell |
43,383
-1,031
| -2% | -$102K | 0.82% | 20 |
|
|
2023
Q3 | $4.18M | Sell |
44,414
-30,799
| -41% | -$2.9M | 0.86% | 20 |
|
|
2023
Q2 | $7.37M | Buy |
75,213
+14,996
| +25% | +$1.47M | 1.46% | 15 |
|
|
2023
Q1 | $6M | Sell |
60,217
-248
| -0.4% | -$24.7K | 1.21% | 17 |
|
|
2022
Q4 | $5.87M | Buy |
+60,465
| New | +$5.87M | 1.24% | 17 |
|