Gerber Kawasaki Wealth & Investment Management’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 | $84.4M | Buy |
850,718
+3,438
| +0.4% | +$341K | 3.26% | 7 |
|
|
2025
Q1 | $83.8M | Buy |
847,280
+81,359
| +11% | +$8.05M | 3.77% | 5 |
|
|
2024
Q4 | $74.2M | Buy |
765,921
+40,228
| +6% | +$3.9M | 3.23% | 7 |
|
|
2024
Q3 | $73.5M | Buy |
725,693
+87,153
| +14% | +$8.83M | 3.38% | 6 |
|
|
2024
Q2 | $62M | Buy |
638,540
+602,849
| +1,689% | +$58.5M | 3.1% | 6 |
|
|
2024
Q1 | $3.5M | Buy |
35,691
+2,735
| +8% | +$268K | 0.19% | 78 |
|
|
2023
Q4 | $3.27M | Sell |
32,956
-10,364
| -24% | -$1.03M | 0.2% | 80 |
|
|
2023
Q3 | $4.07M | Sell |
43,320
-3,702
| -8% | -$348K | 0.28% | 69 |
|
|
2023
Q2 | $4.61M | Buy |
47,022
+9,398
| +25% | +$921K | 0.31% | 63 |
|
|
2023
Q1 | $3.75M | Buy |
37,624
+3,458
| +10% | +$345K | 0.3% | 67 |
|
|
2022
Q4 | $3.31M | Buy |
34,166
+29,788
| +680% | +$2.89M | 0.29% | 72 |
|
|
2022
Q3 | $421K | Buy |
+4,378
| New | +$421K | 0.04% | 165 |
|
|
2022
Q2 | – | Sell |
-1,941
| Closed | -$207K | – | 242 |
|
|
2022
Q1 | $207K | Sell |
1,941
-244
| -11% | -$26K | 0.02% | 247 |
|
|
2021
Q4 | $249K | Buy |
2,185
+2,149
| +5,969% | +$245K | 0.02% | 232 |
|
|
2021
Q3 | $36K | Sell |
36
-4,470
| -99% | -$4.47M | ﹤0.01% | 365 |
|
|
2021
Q2 | $519K | Buy |
4,506
+212
| +5% | +$24.4K | 0.05% | 144 |
|
|
2021
Q1 | $488K | Sell |
4,294
-1,488
| -26% | -$169K | 0.06% | 132 |
|
|
2020
Q4 | $683K | Buy |
+5,782
| New | +$683K | 0.09% | 96 |
|
|
2020
Q3 | – | Sell |
-4,111
| Closed | -$485K | – | 127 |
|
|
2020
Q2 | $485K | Buy |
+4,111
| New | +$485K | 0.11% | 90 |
|
|
2018
Q1 | – | Sell |
-9,849
| Closed | -$1.08M | – | 115 |
|
|
2017
Q4 | $1.08M | Buy |
9,849
+3,988
| +68% | +$436K | 0.37% | 53 |
|
|
2017
Q3 | $641K | Buy |
5,861
+2,657
| +83% | +$291K | 0.23% | 64 |
|
|
2017
Q2 | $349K | Buy |
+3,204
| New | +$349K | 0.13% | 87 |
|