FourThought Financial Partners’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 | $5.36M | Sell |
54,068
-1,430
| -3% | -$142K | 0.53% | 54 |
|
|
2025
Q1 | $5.49M | Buy |
55,498
+1,009
| +2% | +$99.8K | 0.57% | 50 |
|
|
2024
Q4 | $5.28M | Buy |
54,489
+18,144
| +50% | +$1.76M | 0.55% | 51 |
|
|
2024
Q3 | $3.68M | Buy |
36,345
+5,387
| +17% | +$546K | 0.44% | 63 |
|
|
2024
Q2 | $3.01M | Buy |
30,958
+2,524
| +9% | +$245K | 0.39% | 67 |
|
|
2024
Q1 | $2.78M | Buy |
28,434
+1,586
| +6% | +$155K | 0.32% | 79 |
|
|
2023
Q4 | $2.66M | Sell |
26,848
-62
| -0.2% | -$6.15K | 0.33% | 74 |
|
|
2023
Q3 | $2.53M | Sell |
26,910
-14,556
| -35% | -$1.37M | 0.35% | 73 |
|
|
2023
Q2 | $4.06M | Sell |
41,466
-634
| -2% | -$62.1K | 0.53% | 55 |
|
|
2023
Q1 | $4.19M | Sell |
42,100
-309
| -0.7% | -$30.8K | 0.58% | 51 |
|
|
2022
Q4 | $4.11M | Buy |
+42,409
| New | +$4.11M | 0.6% | 44 |
|