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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.7M Sell
168,131
-632
-0.4% -$63.2K 2% 12
2025
Q4
$16.9M Sell
168,763
-1,662
-1% -$167K 1.95% 14
2025
Q3
$17.1M Buy
170,425
+5,468
+3% +$543K 2.13% 14
2025
Q2
$16.4M Buy
+164,957
New +$16.2M 2.26% 14
2022
Q2
Sell
-2,458
Closed -$263K 149
2022
Q1
$263K Sell
2,458
-241
-9% -$26.5K 0.06% 141
2021
Q4
$302K Sell
2,699
-55
-2% -$6.29K 0.07% 131
2021
Q3
$316K Buy
2,754
+12
+0.4% +$1.39K 0.07% 124
2021
Q2
$316K Sell
2,742
-415
-13% -$47.5K 0.08% 116
2021
Q1
$359K Buy
3,157
+1,095
+53% +$127K 0.1% 98
2020
Q4
$242K Buy
2,062
+360
+21% +$42.4K 0.07% 116
2020
Q3
$201K Buy
1,702
+1
+0.1% +$119 0.07% 114
2020
Q2
$201K Buy
+1,701
New +$199K 0.08% 96

Other funds holding AGG