Focus Partners Wealth’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 | $94.2M | Buy |
949,763
+144,629
| +18% | +$14.3M | 0.2% | 105 |
|
|
2025
Q1 | $79.6M | Sell |
805,134
-3,465
| -0.4% | -$343K | 0.2% | 109 |
|
|
2024
Q4 | $78.4M | Buy |
808,599
+80,628
| +11% | +$7.81M | 0.2% | 103 |
|
|
2024
Q3 | $73.7M | Sell |
727,971
-720,027
| -50% | -$72.9M | 0.23% | 92 |
|
|
2024
Q2 | $141M | Buy |
1,447,998
+841,170
| +139% | +$81.7M | 0.47% | 51 |
|
|
2024
Q1 | $59.4M | Buy |
606,828
+124,224
| +26% | +$12.2M | 0.48% | 49 |
|
|
2023
Q4 | $47.9M | Buy |
+482,604
| New | +$47.9M | 0.63% | 29 |
|