Financial Services Advisory’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 | $996K | Buy |
10,039
+1,756
| +21% | +$174K | 0.48% | 28 |
|
|
2025
Q1 | $819K | Sell |
8,283
-359
| -4% | -$35.5K | 0.31% | 34 |
|
|
2024
Q4 | $837K | Buy |
8,642
+678
| +9% | +$65.7K | 0.2% | 46 |
|
|
2024
Q3 | $807K | Buy |
7,964
+290
| +4% | +$29.4K | 0.2% | 48 |
|
|
2024
Q2 | $745K | Sell |
7,674
-85,854
| -92% | -$8.33M | 0.2% | 46 |
|
|
2024
Q1 | $9.16M | Sell |
93,528
-64
| -0.1% | -$6.27K | 2.28% | 16 |
|
|
2023
Q4 | $9.29M | Buy |
93,592
+90,747
| +3,190% | +$9.01M | 2.66% | 13 |
|
|
2023
Q3 | $268K | Buy |
2,845
+224
| +9% | +$21.1K | 0.13% | 43 |
|
|
2023
Q2 | $257K | Buy |
2,621
+346
| +15% | +$33.9K | 0.11% | 42 |
|
|
2023
Q1 | $227K | Sell |
2,275
-90,653
| -98% | -$9.03M | 0.15% | 32 |
|
|
2022
Q4 | $9.01M | Buy |
+92,928
| New | +$9.01M | 5.82% | 8 |
|