IFP 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 | $11M | Buy |
110,854
+37,120
| +50% | +$3.68M | 0.31% | 61 |
|
|
2025
Q1 | $7.29M | Buy |
73,734
+36,692
| +99% | +$3.63M | 0.22% | 94 |
|
|
2024
Q4 | $3.59M | Buy |
37,042
+5,972
| +19% | +$579K | 0.12% | 187 |
|
|
2024
Q3 | $3.15M | Buy |
31,070
+16,957
| +120% | +$1.72M | 0.11% | 195 |
|
|
2024
Q2 | $1.37M | Sell |
14,113
-1,374
| -9% | -$133K | 0.05% | 363 |
|
|
2024
Q1 | $1.52M | Sell |
15,487
-1,050
| -6% | -$103K | 0.07% | 310 |
|
|
2023
Q4 | $1.64M | Sell |
16,537
-3,190
| -16% | -$317K | 0.08% | 280 |
|
|
2023
Q3 | $1.86M | Sell |
19,727
-26,892
| -58% | -$2.53M | 0.08% | 249 |
|
|
2023
Q2 | $4.57M | Buy |
46,619
+2,464
| +6% | +$241K | 0.19% | 108 |
|
|
2023
Q1 | $4.67M | Buy |
44,155
+619
| +1% | +$65.5K | 0.2% | 97 |
|
|
2022
Q4 | $4.62M | Sell |
43,536
-43,719
| -50% | -$4.64M | 0.12% | 161 |
|
|
2022
Q3 | $9.27M | Sell |
87,255
-2,863
| -3% | -$304K | 0.24% | 85 |
|
|
2022
Q2 | $9.57M | Hold |
90,118
| – | – | 0.31% | 70 |
|
|
2022
Q1 | $9.57M | Buy |
90,118
+28,784
| +47% | +$3.06M | 0.31% | 70 |
|
|
2021
Q4 | $7M | Buy |
61,334
+1,392
| +2% | +$159K | 0.14% | 87 |
|
|
2021
Q3 | $6.89M | Sell |
59,942
-6,974
| -10% | -$801K | 0.14% | 86 |
|
|
2021
Q2 | $7.71M | Sell |
66,916
-9,800
| -13% | -$1.13M | 0.16% | 74 |
|
|
2021
Q1 | $8.72M | Sell |
76,716
-868
| -1% | -$98.7K | 0.17% | 55 |
|
|
2020
Q4 | $9.16M | Sell |
77,584
-4,375
| -5% | -$517K | 0.37% | 42 |
|
|
2020
Q3 | $9.67M | Buy |
81,959
+19,919
| +32% | +$2.35M | 0.58% | 28 |
|
|
2020
Q2 | $7.32M | Buy |
62,040
+25,397
| +69% | +$3M | 0.58% | 31 |
|
|
2020
Q1 | $4.21M | Sell |
36,643
-30,240
| -45% | -$3.48M | 0.42% | 49 |
|
|
2019
Q4 | $7.52M | Sell |
66,883
-31,488
| -32% | -$3.54M | 0.57% | 30 |
|
|
2019
Q3 | $11.1M | Buy |
+98,371
| New | +$11.1M | 0.75% | 16 |
|
|
2019
Q1 | $8.34M | Sell |
76,449
-104,049
| -58% | -$11.4M | 1.14% | 9 |
|
|
2018
Q4 | $19.2M | Sell |
180,498
-12,249
| -6% | -$1.3M | 1.17% | 6 |
|
|
2018
Q3 | $20.3M | Buy |
192,747
+5,341
| +3% | +$564K | 0.83% | 12 |
|
|
2018
Q2 | $19.9M | Sell |
187,406
-17,832
| -9% | -$1.9M | 0.84% | 12 |
|
|
2018
Q1 | $22.4M | Hold |
205,238
| – | – | 1.02% | 10 |
|
|
2017
Q4 | $22.4M | Buy |
205,238
+26,881
| +15% | +$2.94M | 1.02% | 10 |
|
|
2017
Q3 | $19.5M | Buy |
178,357
+27,473
| +18% | +$3.01M | 0.78% | 13 |
|
|
2017
Q2 | $16.5M | Buy |
150,884
+24,515
| +19% | +$2.68M | 0.7% | 16 |
|
|
2017
Q1 | $13.7M | Sell |
126,369
-32,377
| -20% | -$3.51M | 0.6% | 21 |
|
|
2016
Q4 | $17.2M | Sell |
158,746
-110,939
| -41% | -$12M | 0.83% | 14 |
|
|
2016
Q3 | $30.3M | Sell |
269,685
-2,670
| -1% | -$300K | 1.58% | 4 |
|
|
2016
Q2 | $30.7M | Buy |
272,355
+195,906
| +256% | +$22.1M | 1.71% | 3 |
|
|
2016
Q1 | $8.34M | Sell |
76,449
-5,977
| -7% | -$652K | 1.14% | 9 |
|
|
2015
Q4 | $8.9M | Buy |
+82,426
| New | +$8.9M | 0.6% | 31 |
|