Frank Rimerman 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 | $396K | Hold |
3,996
| – | – | 0.03% | 393 |
|
|
2025
Q1 | $395K | Hold |
3,996
| – | – | 0.03% | 358 |
|
|
2024
Q4 | $387K | Hold |
3,996
| – | – | 0.03% | 361 |
|
|
2024
Q3 | $405K | Hold |
3,996
| – | – | 0.03% | 367 |
|
|
2024
Q2 | $388K | Hold |
3,996
| – | – | 0.03% | 398 |
|
|
2024
Q1 | $391K | Hold |
3,996
| – | – | 0.08% | 71 |
|
|
2023
Q4 | $397K | Hold |
3,996
| – | – | 0.08% | 70 |
|
|
2023
Q3 | $376K | Hold |
3,996
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $391K | Hold |
3,996
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $398K | Hold |
3,996
| – | – | 0.11% | 66 |
|
|
2022
Q4 | $388K | Buy |
+3,996
| New | +$388K | 0.12% | 59 |
|