Golden State Equity Partners’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 | $8.31M | Buy |
83,793
+46,413
| +124% | +$4.6M | 1.54% | 8 |
|
|
2025
Q1 | $3.7M | Sell |
37,380
-3,888
| -9% | -$385K | 0.73% | 23 |
|
|
2024
Q4 | $4M | Buy |
41,268
+23,848
| +137% | +$2.31M | 0.76% | 19 |
|
|
2024
Q3 | $1.76M | Sell |
17,420
-8,971
| -34% | -$908K | 0.93% | 18 |
|
|
2024
Q2 | $2.56M | Buy |
+26,391
| New | +$2.56M | 0.53% | 38 |
|
|
2023
Q4 | $1.9M | Buy |
19,095
+1,303
| +7% | +$129K | 0.46% | 51 |
|
|
2023
Q3 | $1.67M | Buy |
17,792
+74
| +0.4% | +$6.96K | 0.47% | 55 |
|
|
2023
Q2 | $1.74M | Buy |
17,718
+2,096
| +13% | +$205K | 0.49% | 43 |
|
|
2023
Q1 | $1.56M | Buy |
+15,622
| New | +$1.56M | 0.84% | 35 |
|
|
2021
Q4 | – | Sell |
-2,039
| Closed | -$234K | – | 179 |
|
|
2021
Q3 | $234K | Buy |
+2,039
| New | +$234K | 0.1% | 201 |
|