Gould Capital’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 | $36.4K | Sell |
367
-62
| -14% | -$6.15K | 0.02% | 91 |
|
|
2025
Q1 | $42.4K | Hold |
429
| – | – | 0.03% | 86 |
|
|
2024
Q4 | $41.6K | Sell |
429
-727
| -63% | -$70.4K | 0.03% | 89 |
|
|
2024
Q3 | $117K | Sell |
1,156
-157
| -12% | -$15.9K | 0.08% | 62 |
|
|
2024
Q2 | $127K | Buy |
1,313
+80
| +6% | +$7.77K | 0.09% | 56 |
|
|
2024
Q1 | $121K | Sell |
1,233
-1,596
| -56% | -$156K | 0.09% | 56 |
|
|
2023
Q4 | $281K | Hold |
2,829
| – | – | 0.21% | 50 |
|
|
2023
Q3 | $263K | Sell |
2,829
-52
| -2% | -$4.84K | 0.21% | 49 |
|
|
2023
Q2 | $282K | Sell |
2,881
-689
| -19% | -$67.5K | 0.22% | 49 |
|
|
2023
Q1 | $356K | Sell |
3,570
-92,824
| -96% | -$9.25M | 0.27% | 48 |
|
|
2022
Q4 | $9.35M | Sell |
96,394
-17,849
| -16% | -$1.73M | 7.47% | 2 |
|
|
2022
Q3 | $11M | Sell |
114,243
-495
| -0.4% | -$47.7K | 9.52% | 2 |
|
|
2022
Q2 | $11.7M | Buy |
114,738
+1,368
| +1% | +$139K | 9.39% | 2 |
|
|
2022
Q1 | $12.1M | Buy |
113,370
+12,229
| +12% | +$1.31M | 8.72% | 2 |
|
|
2021
Q4 | $11.5M | Buy |
+101,141
| New | +$11.5M | 8.07% | 2 |
|