Gallagher Fiduciary 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 | $576K | Buy |
1,412,774
+1,393,568
| +7,256% | +$568K | 0.02% | 158 |
|
|
2025
Q1 | $1.9M | Buy |
19,206
+14,468
| +305% | +$1.43M | 0.06% | 61 |
|
|
2024
Q4 | $459K | Buy |
4,738
+1,648
| +53% | +$160K | 0.09% | 152 |
|
|
2024
Q3 | $313K | Sell |
3,090
-419
| -12% | -$42.4K | 0.06% | 189 |
|
|
2024
Q2 | $341K | Sell |
3,509
-303,781
| -99% | -$29.5M | 0.08% | 135 |
|
|
2024
Q1 | $30.1M | Buy |
307,290
+1,507
| +0.5% | +$148K | 1.07% | 10 |
|
|
2023
Q4 | $30.3M | Sell |
305,783
-4,082
| -1% | -$405K | 1.04% | 10 |
|
|
2023
Q3 | $29.1M | Sell |
309,865
-11,435
| -4% | -$1.08M | 2.56% | 8 |
|
|
2023
Q2 | $31.5M | Buy |
321,300
+1,651
| +0.5% | +$162K | 2.39% | 6 |
|
|
2023
Q1 | $31.8M | Buy |
+319,649
| New | +$31.8M | 2.63% | 5 |
|