Herold Advisors’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 |
-2,221
| Closed | -$220K | – | 312 |
|
|
2025
Q1 | $220K | Buy |
2,221
+14
| +0.6% | +$1.39K | 0.05% | 251 |
|
|
2024
Q4 | $214K | Buy |
2,207
+28
| +1% | +$2.71K | 0.05% | 257 |
|
|
2024
Q3 | $221K | Buy |
2,179
+20
| +0.9% | +$2.03K | 0.05% | 251 |
|
|
2024
Q2 | $210K | Buy |
2,159
+19
| +0.9% | +$1.85K | 0.05% | 246 |
|
|
2024
Q1 | $210K | Buy |
+2,140
| New | +$210K | 0.05% | 249 |
|