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Financial Partners Group (Kansas)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.4M Buy
+164,957
New +$16.4M 2.26% 14
2022
Q2
Sell
-2,458
Closed -$263K 149
2022
Q1
$263K Sell
2,458
-241
-9% -$25.8K 0.06% 141
2021
Q4
$302K Sell
2,699
-55
-2% -$6.15K 0.07% 131
2021
Q3
$316K Buy
2,754
+12
+0.4% +$1.38K 0.07% 124
2021
Q2
$316K Sell
2,742
-415
-13% -$47.8K 0.08% 116
2021
Q1
$359K Buy
3,157
+1,095
+53% +$125K 0.1% 98
2020
Q4
$242K Buy
2,062
+360
+21% +$42.3K 0.07% 116
2020
Q3
$201K Buy
1,702
+1
+0.1% +$118 0.07% 114
2020
Q2
$201K Buy
+1,701
New +$201K 0.08% 96