First National Bank of Mount Dora’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,348
| Closed | -$1.55M | – | 134 |
|
|
2024
Q3 | $1.55M | Buy |
+15,348
| New | +$1.55M | 0.35% | 65 |
|
|
2023
Q1 | – | Sell |
-4,694
| Closed | -$455K | – | 130 |
|
|
2022
Q4 | $455K | Hold |
4,694
| – | – | 0.15% | 87 |
|
|
2022
Q3 | $452K | Sell |
4,694
-5,962
| -56% | -$574K | 0.16% | 86 |
|
|
2022
Q2 | $1.08M | Buy |
+10,656
| New | +$1.08M | 0.37% | 63 |
|