Gryphon Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gryphon Financial Partners’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Sell	32,479 -109	-0.3%	-$10.8K	0.42%	35
2025 Q1	$3.22M	Buy	32,588 +3,076	+10%	+$304K	0.46%	33
2024 Q4	$2.86M	Sell	29,512 -3,449	-10%	-$334K	0.41%	37
2024 Q3	$3.34M	Buy	32,961 +2,225	+7%	+$225K	0.45%	33
2024 Q2	$2.98M	Buy	30,736 +1,994	+7%	+$194K	0.45%	32
2024 Q1	$2.82M	Buy	28,742 +1,609	+6%	+$158K	0.47%	28
2023 Q4	$2.69M	Buy	27,133 +549	+2%	+$54.5K	0.48%	29
2023 Q3	$2.5M	Sell	26,584 -130	-0.5%	-$12.2K	0.58%	20
2023 Q2	$2.62M	Buy	26,714 +747	+3%	+$73.2K	0.57%	22
2023 Q1	$2.59M	Sell	25,967 -35,912	-58%	-$3.58M	0.59%	22
2022 Q4	$6M	Buy	61,879 +37,235	+151%	+$3.61M	1.43%	14
2022 Q3	$2.37M	Buy	24,644 +797	+3%	+$76.8K	0.6%	20
2022 Q2	$2.43M	Buy	23,847 +372	+2%	+$37.8K	0.59%	22
2022 Q1	$2.51M	Buy	23,475 +7,307	+45%	+$783K	0.51%	27
2021 Q4	$1.84M	Buy	16,168 +6,441	+66%	+$735K	0.35%	38
2021 Q3	$1.12M	Sell	9,727 -5,868	-38%	-$674K	0.25%	53
2021 Q2	$1.82M	Buy	15,595 +4,638	+42%	+$540K	0.41%	35
2021 Q1	$1.25M	Buy	10,957 +2,454	+29%	+$279K	0.28%	42
2020 Q4	$1.01M	Sell	8,503 -5,643	-40%	-$667K	0.26%	49
2020 Q3	$1.67M	Sell	14,146 -133	-0.9%	-$15.7K	0.49%	30
2020 Q2	$1.69M	Buy	14,279 +423	+3%	+$50K	0.52%	28
2020 Q1	$1.6M	Buy	13,856 +569	+4%	+$65.7K	0.59%	26
2019 Q4	$1.49M	Buy	13,287 +201	+2%	+$22.6K	0.39%	34
2019 Q3	$1.48M	Buy	13,086 +54	+0.4%	+$6.11K	0.43%	32
2019 Q2	$1.45M	Buy	13,032 +230	+2%	+$25.6K	0.42%	31
2019 Q1	$1.4M	Sell	12,802 -92	-0.7%	-$10K	0.41%	29
2018 Q4	$1.37M	Buy	12,894 +375	+3%	+$39.9K	0.35%	53
2018 Q3	$1.32M	Buy	12,519 +5,024	+67%	+$530K	0.39%	30
2018 Q2	$797K	Buy	7,495 +108	+1%	+$11.5K	0.36%	25
2018 Q1	$792K	Buy	7,387 +170	+2%	+$18.2K	0.41%	24
2017 Q4	$789K	Buy	+7,217	New	+$789K	0.45%	24