Halter Ferguson Financial’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 | $1.68M | Sell |
16,961
-19
| -0.1% | -$1.89K | 0.58% | 13 |
|
|
2025
Q1 | $1.68M | Buy |
16,980
+213
| +1% | +$21.1K | 0.86% | 13 |
|
|
2024
Q4 | $1.62M | Sell |
16,767
-2,102
| -11% | -$204K | 0.66% | 16 |
|
|
2024
Q3 | $1.91M | Buy |
18,869
+115
| +0.6% | +$11.6K | 1.02% | 15 |
|
|
2024
Q2 | $1.82M | Buy |
18,754
+1,149
| +7% | +$112K | 1.29% | 14 |
|
|
2024
Q1 | $1.72M | Buy |
17,605
+460
| +3% | +$45.1K | 1.34% | 14 |
|
|
2023
Q4 | $1.7M | Buy |
+17,145
| New | +$1.7M | 1.09% | 15 |
|