Financial Perspectives’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 | $18.8K | Hold |
190
| – | – | 0.01% | 424 |
|
|
2025
Q1 | $18.8K | Hold |
190
| – | – | 0.01% | 422 |
|
|
2024
Q4 | $18.4K | Hold |
190
| – | – | 0.01% | 420 |
|
|
2024
Q3 | $19.2K | Buy |
190
+10
| +6% | +$1.01K | 0.01% | 395 |
|
|
2024
Q2 | $17.5K | Sell |
180
-134
| -43% | -$13K | 0.01% | 398 |
|
|
2024
Q1 | $30.8K | Hold |
314
| – | – | 0.01% | 329 |
|
|
2023
Q4 | $31.2K | Sell |
314
-60
| -16% | -$5.96K | 0.01% | 319 |
|
|
2023
Q3 | $35.2K | Hold |
374
| – | – | 0.02% | 289 |
|
|
2023
Q2 | $36.6K | Buy |
+374
| New | +$36.6K | 0.02% | 296 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$19.3K | – | 688 |
|
|
2022
Q3 | $19.3K | Hold |
200
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $20.3K | Hold |
200
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $21.4K | Buy |
+200
| New | +$21.4K | 0.01% | 362 |
|