Founders Financial Alliance’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 | $68.7K | Sell |
693
-1,915
| -73% | -$190K | 0.02% | 370 |
|
|
2025
Q1 | $258K | Sell |
2,608
-67
| -3% | -$6.63K | 0.06% | 284 |
|
|
2024
Q4 | $259K | Sell |
2,675
-117
| -4% | -$11.3K | 0.07% | 237 |
|
|
2024
Q3 | $283K | Sell |
2,792
-24
| -0.9% | -$2.43K | 0.08% | 226 |
|
|
2024
Q2 | $273K | Sell |
2,816
-400
| -12% | -$38.8K | 0.08% | 223 |
|
|
2024
Q1 | $315K | Buy |
3,216
+1,103
| +52% | +$108K | 0.09% | 205 |
|
|
2023
Q4 | $210K | Sell |
2,113
-235
| -10% | -$23.3K | 0.08% | 233 |
|
|
2023
Q3 | $221K | Buy |
2,348
+5
| +0.2% | +$470 | 0.1% | 208 |
|
|
2023
Q2 | $230K | Buy |
2,343
+411
| +21% | +$40.3K | 0.09% | 232 |
|
|
2023
Q1 | $192K | Sell |
1,932
-609
| -24% | -$60.5K | 0.1% | 203 |
|
|
2022
Q4 | $246K | Sell |
2,541
-74
| -3% | -$7.18K | 0.11% | 188 |
|
|
2022
Q3 | $252K | Sell |
2,615
-904
| -26% | -$87.1K | 0.13% | 174 |
|
|
2022
Q2 | $358K | Buy |
3,519
+1,609
| +84% | +$164K | 0.18% | 127 |
|
|
2022
Q1 | $205K | Buy |
1,910
+278
| +17% | +$29.8K | 0.09% | 207 |
|
|
2021
Q4 | $186K | Buy |
1,632
+4
| +0.2% | +$456 | 0.07% | 250 |
|
|
2021
Q3 | $187K | Buy |
1,628
+201
| +14% | +$23.1K | 0.09% | 226 |
|
|
2021
Q2 | $165K | Buy |
1,427
+395
| +38% | +$45.7K | 0.08% | 255 |
|
|
2021
Q1 | $117K | Sell |
1,032
-45
| -4% | -$5.1K | 0.06% | 258 |
|
|
2020
Q4 | $127K | Buy |
1,077
+222
| +26% | +$26.2K | 0.07% | 227 |
|
|
2020
Q3 | $100K | Buy |
+855
| New | +$100K | 0.06% | 265 |
|