Genesee Capital 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 | $819K | Buy |
8,257
+79
| +1% | +$7.84K | 0.37% | 62 |
|
|
2025
Q1 | $809K | Buy |
8,178
+89
| +1% | +$8.8K | 0.4% | 62 |
|
|
2024
Q4 | $784K | Buy |
+8,089
| New | +$784K | 0.36% | 61 |
|
|
2021
Q3 | – | Sell |
-1,671
| Closed | -$193K | – | 114 |
|
|
2021
Q2 | $193K | Buy |
+1,671
| New | +$193K | 0.03% | 36 |
|
|
2019
Q2 | – | Sell |
-252
| Closed | -$27K | – | 69 |
|
|
2019
Q1 | $27K | Buy |
+252
| New | +$27K | 0.03% | 84 |
|