Great Diamond 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 | – | Sell |
-81,669
| Closed | -$8.08M | – | 226 |
|
|
2025
Q1 | $8.08M | Buy |
81,669
+2,490
| +3% | +$246K | 2.21% | 9 |
|
|
2024
Q4 | $7.67M | Buy |
79,179
+771
| +1% | +$74.7K | 1.98% | 9 |
|
|
2024
Q3 | $7.94M | Sell |
78,408
-1,137
| -1% | -$115K | 2.02% | 8 |
|
|
2024
Q2 | $7.72M | Sell |
79,545
-1,214
| -2% | -$118K | 1.81% | 9 |
|
|
2024
Q1 | $7.91M | Buy |
80,759
+2,317
| +3% | +$227K | 1.82% | 8 |
|
|
2023
Q4 | $7.79M | Sell |
78,442
-362
| -0.5% | -$35.9K | 1.92% | 10 |
|
|
2023
Q3 | $7.41M | Sell |
78,804
-159
| -0.2% | -$15K | 2.01% | 9 |
|
|
2023
Q2 | $7.73M | Buy |
78,963
+247
| +0.3% | +$24.2K | 2.04% | 10 |
|
|
2023
Q1 | $7.84M | Sell |
78,716
-588
| -0.7% | -$58.6K | 2.27% | 7 |
|
|
2022
Q4 | $7.69M | Buy |
79,304
+40,742
| +106% | +$3.95M | 2.37% | 4 |
|
|
2022
Q3 | $3.72M | Buy |
+38,562
| New | +$3.72M | 1.27% | 23 |
|