Financial Advocates Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Advocates Investment Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.85M	Sell	48,601 -123,164	-72%	-$12.3M	0.4%	50
2025 Q1	$17M	Sell	171,765 -10,966	-6%	-$1.08M	1.19%	13
2024 Q4	$17.7M	Buy	182,731 +12,291	+7%	+$1.19M	1.01%	16
2024 Q3	$17.2M	Buy	170,440 +2,786	+2%	+$281K	0.97%	13
2024 Q2	$16.3M	Buy	167,654 +4,302	+3%	+$418K	1.01%	15
2024 Q1	$16M	Buy	163,352 +43,115	+36%	+$4.23M	0.93%	12
2023 Q4	$11.9M	Buy	120,237 +75,002	+166%	+$7.44M	0.78%	24
2023 Q3	$4.25M	Sell	45,235 -60	-0.1%	-$5.64K	0.31%	83
2023 Q2	$4.15M	Sell	45,295 -23,687	-34%	-$2.17M	0.3%	84
2023 Q1	$6.87M	Sell	68,982 -16,681	-19%	-$1.66M	0.49%	36
2022 Q4	$8.31M	Buy	85,663 +36,049	+73%	+$3.5M	0.62%	25
2022 Q3	$4.78M	Sell	49,614 -21,620	-30%	-$2.08M	0.39%	60
2022 Q2	$7.24M	Sell	71,234 -9,251	-11%	-$941K	0.59%	28
2022 Q1	$8.62M	Buy	80,485 +5,083	+7%	+$544K	0.57%	33
2021 Q4	$8.6M	Buy	75,402 +25,823	+52%	+$2.95M	0.54%	28
2021 Q3	$5.49M	Sell	49,579 -50,886	-51%	-$5.64M	0.37%	55
2021 Q2	$11.6M	Buy	100,465 +46,015	+85%	+$5.31M	0.77%	18
2021 Q1	$6.2M	Sell	54,450 -5,120	-9%	-$583K	0.44%	41
2020 Q4	$7.16M	Sell	59,570 -5,876	-9%	-$706K	0.49%	42
2020 Q3	$7.73M	Buy	65,446 +141	+0.2%	+$16.6K	0.66%	27
2020 Q2	$7.7M	Buy	65,305 +13,652	+26%	+$1.61M	0.73%	22
2020 Q1	$5.96M	Sell	51,653 -5,082	-9%	-$586K	0.85%	23
2019 Q4	$6.38M	Buy	56,735 +2,502	+5%	+$281K	0.68%	26
2019 Q3	$6.14M	Buy	54,233 +2,541	+5%	+$288K	0.7%	28
2019 Q2	$5.76M	Sell	51,692 -3,056	-6%	-$340K	0.67%	32
2019 Q1	$5.97M	Buy	54,748 +3,139	+6%	+$342K	0.74%	26
2018 Q4	$5.5M	Buy	51,609 +32,747	+174%	+$3.49M	0.75%	24
2018 Q3	$1.99M	Sell	18,862 -28,631	-60%	-$3.02M	0.22%	107
2018 Q2	$5.04M	Buy	47,493 +2,209	+5%	+$234K	0.61%	39
2018 Q1	$4.86M	Sell	45,284 -4,705	-9%	-$505K	0.63%	36
2017 Q4	$5.47M	Buy	+49,989	New	+$5.47M	0.75%	29