Financial Management Professionals’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
$333K Sell
3,357
-336
-9% -$33.3K 0.04% 122
2025
Q1
$365K Sell
3,693
-323
-8% -$32K 0.05% 108
2024
Q4
$389K Buy
4,016
+158
+4% +$15.3K 0.05% 109
2024
Q3
$391K Sell
3,858
-192
-5% -$19.5K 0.05% 108
2024
Q2
$393K Sell
4,050
-138
-3% -$13.4K 0.05% 99
2024
Q1
$410K Sell
4,188
-18
-0.4% -$1.76K 0.06% 94
2023
Q4
$417K Sell
4,206
-257
-6% -$25.5K 0.07% 79
2023
Q3
$420K Sell
4,463
-26
-0.6% -$2.45K 0.07% 76
2023
Q2
$440K Sell
4,489
-243
-5% -$23.8K 0.07% 78
2023
Q1
$471K Buy
4,732
+1
+0% +$100 0.09% 72
2022
Q4
$459K Sell
4,731
-2,233
-32% -$217K 0.09% 65
2022
Q3
$671K Buy
6,964
+192
+3% +$18.5K 0.15% 45
2022
Q2
$689K Sell
6,772
-165
-2% -$16.8K 0.17% 46
2022
Q1
$743K Buy
6,937
+1,157
+20% +$124K 0.16% 50
2021
Q4
$659K Buy
+5,780
New +$659K 0.14% 52
2016
Q3
Sell
-289
Closed -$32K 299
2016
Q2
$32K Buy
+289
New +$32K 0.02% 109