Financial Freedom LLC’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 | $2.56M | Sell |
25,805
-20,586
| -44% | -$2.04M | 1.38% | 18 |
|
|
2025
Q1 | $4.59M | Sell |
46,391
-11,542
| -20% | -$1.14M | 2.64% | 11 |
|
|
2024
Q4 | $5.61M | Sell |
57,933
-3,116
| -5% | -$302K | 2.96% | 9 |
|
|
2024
Q3 | $6.18M | Buy |
61,049
+265
| +0.4% | +$26.8K | 3.27% | 7 |
|
|
2024
Q2 | $5.9M | Buy |
60,784
+1,670
| +3% | +$162K | 3.35% | 7 |
|
|
2024
Q1 | $5.79M | Sell |
59,114
-208
| -0.4% | -$20.4K | 3.43% | 7 |
|
|
2023
Q4 | $5.89M | Buy |
59,322
+31,493
| +113% | +$3.13M | 3.74% | 7 |
|
|
2023
Q3 | $2.62M | Buy |
27,829
+102
| +0.4% | +$9.59K | 1.86% | 13 |
|
|
2023
Q2 | $2.72M | Sell |
27,727
-339
| -1% | -$33.2K | 1.9% | 14 |
|
|
2023
Q1 | $2.8M | Sell |
28,066
-260,755
| -90% | -$26M | 2.04% | 13 |
|
|
2022
Q4 | $28M | Buy |
+288,821
| New | +$28M | 18.83% | 1 |
|