Godsey & Gibb Inc’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 | – | Sell |
-464
| Closed | -$45.9K | – | 357 |
|
|
2025
Q1 | $45.9K | Buy |
+464
| New | +$45.9K | ﹤0.01% | 168 |
|
|
2024
Q4 | – | Sell |
-582
| Closed | -$58.9K | – | 371 |
|
|
2024
Q3 | $58.9K | Hold |
582
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $56.5K | Hold |
582
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $57K | Sell |
582
-101
| -15% | -$9.89K | 0.01% | 155 |
|
|
2023
Q4 | $67.8K | Buy |
683
+101
| +17% | +$10K | 0.01% | 141 |
|
|
2023
Q3 | $54.7K | Hold |
582
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $57K | Buy |
582
+119
| +26% | +$11.7K | 0.01% | 157 |
|
|
2023
Q1 | $46.1K | Hold |
463
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $44.9K | Buy |
+463
| New | +$44.9K | 0.01% | 125 |
|
|
2022
Q1 | – | Sell |
-2,831
| Closed | -$323K | – | 102 |
|
|
2021
Q4 | $323K | Buy |
+2,831
| New | +$323K | 0.1% | 27 |
|
|
2021
Q2 | – | Sell |
-2,866
| Closed | -$326K | – | 99 |
|
|
2021
Q1 | $326K | Hold |
2,866
| – | – | 0.04% | 79 |
|
|
2020
Q4 | $339K | Buy |
+2,866
| New | +$339K | 0.05% | 74 |
|