GCA
Greenwood Capital Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
129,661
+2,363
| +2% | +$234K | 1.6% | 10 |
|
|
2025
Q1 | $12.6M | Buy |
127,298
+2,544
| +2% | +$252K | 1.7% | 9 |
|
|
2024
Q4 | $12.1M | Sell |
124,754
-1,387
| -1% | -$134K | 1.58% | 9 |
|
|
2024
Q3 | $12.8M | Buy |
126,141
+2,157
| +2% | +$218K | 1.66% | 11 |
|
|
2024
Q2 | $12M | Sell |
123,984
-10,813
| -8% | -$1.05M | 1.58% | 11 |
|
|
2024
Q1 | $13.2M | Buy |
134,797
+3,549
| +3% | +$348K | 1.75% | 6 |
|
|
2023
Q4 | $13M | Buy |
131,248
+21
| +0% | +$2.08K | 1.69% | 7 |
|
|
2023
Q3 | $12.3M | Sell |
131,227
-371
| -0.3% | -$34.9K | 1.79% | 7 |
|
|
2023
Q2 | $12.9M | Buy |
131,598
+173
| +0.1% | +$16.9K | 1.81% | 9 |
|
|
2023
Q1 | $13.1M | Buy |
131,425
+17,677
| +16% | +$1.76M | 1.88% | 8 |
|
|
2022
Q4 | $11M | Sell |
113,748
-28
| -0% | -$2.72K | 1.81% | 10 |
|
|
2022
Q3 | $11M | Buy |
113,776
+1,746
| +2% | +$168K | 1.88% | 12 |
|
|
2022
Q2 | $11.4M | Sell |
112,030
-1,281
| -1% | -$130K | 1.82% | 14 |
|
|
2022
Q1 | $12.1M | Buy |
113,311
+1,509
| +1% | +$162K | 3.19% | 7 |
|
|
2021
Q4 | $12.8M | Buy |
111,802
+6,514
| +6% | +$743K | 1.81% | 12 |
|
|
2021
Q3 | $12.1M | Buy |
105,288
+2,304
| +2% | +$265K | 1.86% | 11 |
|
|
2021
Q2 | $11.9M | Buy |
102,984
+8,208
| +9% | +$947K | 1.8% | 15 |
|
|
2021
Q1 | $10.8M | Buy |
94,776
+31,476
| +50% | +$3.58M | 1.7% | 15 |
|
|
2020
Q4 | $7.48M | Buy |
63,300
+44,856
| +243% | +$5.3M | 1.26% | 28 |
|
|
2020
Q3 | $2.18M | Buy |
18,444
+10,519
| +133% | +$1.24M | 0.42% | 67 |
|
|
2020
Q2 | $937K | Buy |
+7,925
| New | +$937K | 0.21% | 74 |
|