Financial Counselors 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 | – | Sell |
-35,432
| Closed | -$3.5M | – | 30 |
|
|
2025
Q1 | $3.5M | Buy |
35,432
+468
| +1% | +$46.3K | 0.05% | 221 |
|
|
2024
Q4 | $3.39M | Buy |
34,964
+1,634
| +5% | +$158K | 0.05% | 229 |
|
|
2024
Q3 | $3.38M | Sell |
33,330
-529
| -2% | -$53.6K | 0.05% | 230 |
|
|
2024
Q2 | $3.29M | Buy |
33,859
+3,697
| +12% | +$359K | 0.05% | 219 |
|
|
2024
Q1 | $2.95M | Buy |
30,162
+2,891
| +11% | +$283K | 0.05% | 226 |
|
|
2023
Q4 | $2.71M | Sell |
27,271
-489
| -2% | -$48.5K | 0.05% | 241 |
|
|
2023
Q3 | $2.61M | Buy |
+27,760
| New | +$2.61M | 0.05% | 232 |
|