Fort Sheridan Advisors’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 | $235K | Sell |
2,370
-181
| -7% | -$18K | 0.03% | 230 |
|
|
2025
Q1 | $252K | Hold |
2,551
| – | – | 0.04% | 219 |
|
|
2024
Q4 | $247K | Buy |
2,551
+181
| +8% | +$17.5K | 0.04% | 224 |
|
|
2024
Q3 | $240K | Hold |
2,370
| – | – | 0.04% | 220 |
|
|
2024
Q2 | $230K | Hold |
2,370
| – | – | 0.04% | 210 |
|
|
2024
Q1 | $232K | Hold |
2,370
| – | – | 0.04% | 181 |
|
|
2023
Q4 | $235K | Buy |
+2,370
| New | +$235K | 0.05% | 172 |
|