Fortitude Advisory Group’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 | $624K | Buy |
6,295
+93
| +1% | +$9.23K | 0.36% | 55 |
|
|
2025
Q1 | $609K | Sell |
6,202
-111
| -2% | -$10.9K | 0.44% | 43 |
|
|
2024
Q4 | $612K | Sell |
6,313
-261
| -4% | -$25.3K | 0.37% | 51 |
|
|
2024
Q3 | $666K | Buy |
6,574
+362
| +6% | +$36.7K | 0.42% | 45 |
|
|
2024
Q2 | $603K | Sell |
6,212
-182
| -3% | -$17.7K | 0.36% | 51 |
|
|
2024
Q1 | $626K | Sell |
6,394
-844
| -12% | -$82.7K | 0.35% | 59 |
|
|
2023
Q4 | $718K | Buy |
7,238
+570
| +9% | +$56.6K | 0.44% | 44 |
|
|
2023
Q3 | $627K | Sell |
6,668
-2,826
| -30% | -$266K | 0.42% | 48 |
|
|
2023
Q2 | $930K | Buy |
9,494
+5,427
| +133% | +$532K | 0.68% | 31 |
|
|
2023
Q1 | $405K | Buy |
4,067
+212
| +5% | +$21.1K | 0.31% | 82 |
|
|
2022
Q4 | $374K | Buy |
3,855
+71
| +2% | +$6.89K | 0.32% | 80 |
|
|
2022
Q3 | $365K | Buy |
3,784
+851
| +29% | +$82.1K | 0.35% | 73 |
|
|
2022
Q2 | $298K | Buy |
2,933
+56
| +2% | +$5.69K | 0.27% | 98 |
|
|
2022
Q1 | $308K | Sell |
2,877
-162
| -5% | -$17.3K | 0.16% | 112 |
|
|
2021
Q4 | $346K | Buy |
+3,039
| New | +$346K | 0.17% | 103 |
|