Financial Engines Advisors
AGG icon

Financial Engines Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Engines Advisors’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 		$36.7M Buy
370,441
+203,205
+122% +$20.2M 0.07% 59
2025
Q1 		$16.5M Sell
167,236
-15,934
-9% -$1.58M 0.04% 73
2024
Q4 		$17.7M Sell
183,170
-3,640
-2% -$353K 0.04% 75
2024
Q3 		$18.9M Sell
186,810
-8,553
-4% -$866K 0.04% 65
2024
Q2 		$19M Sell
195,363
-5,462
-3% -$530K 0.04% 67
2024
Q1 		$19.7M Sell
200,825
-39,821
-17% -$3.9M 0.04% 59
2023
Q4 		$23.9M Buy
240,646
+88,529
+58% +$8.79M 0.06% 58
2023
Q3 		$14.3M Sell
152,117
-90,600
-37% -$8.52M 0.04% 62
2023
Q2 		$23.8M Buy
242,717
+15,461
+7% +$1.51M 0.06% 57
2023
Q1 		$22.6M Sell
227,256
-330,447
-59% -$32.9M 0.06% 58
2022
Q4 		$54.1M Buy
557,703
+315,720
+130% +$30.6M 0.15% 51
2022
Q3 		$23.3M Buy
241,983
+4,840
+2% +$466K 0.08% 61
2022
Q2 		$24.1M Buy
237,143
+83,765
+55% +$8.52M 0.07% 60
2022
Q1 		$16.4M Buy
153,378
+14,495
+10% +$1.55M 0.04% 63
2021
Q4 		$15.8M Buy
138,883
+34,036
+32% +$3.88M 0.04% 56
2021
Q3 		$12M Buy
104,847
+5,372
+5% +$617K 0.04% 57
2021
Q2 		$11.5M Sell
99,475
-397
-0.4% -$45.8K 0.03% 57
2021
Q1 		$11.4M Buy
99,872
+15,190
+18% +$1.73M 0.04% 58
2020
Q4 		$10M Buy
84,682
+3,301
+4% +$390K 0.03% 61
2020
Q3 		$9.61M Buy
81,381
+6,150
+8% +$726K 0.04% 59
2020
Q2 		$8.89M Sell
75,231
-14,736
-16% -$1.74M 0.04% 57
2020
Q1 		$10.4M Buy
+89,967
New +$10.4M 0.06% 53
2018
Q2 		– Sell
-1,167
Closed -$125K – 137
2018
Q1 		$125K Buy
+1,167
New +$125K ﹤0.01% 60