IMS Capital Management’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 | $647K | Buy |
6,526
+650
| +11% | +$64.5K | 0.3% | 73 |
|
|
2025
Q1 | $581K | Buy |
5,876
+18
| +0.3% | +$1.78K | 0.29% | 70 |
|
|
2024
Q4 | $568K | Hold |
5,858
| – | – | 0.26% | 76 |
|
|
2024
Q3 | $593K | Hold |
5,858
| – | – | 0.27% | 79 |
|
|
2024
Q2 | $589K | Buy |
5,858
+60
| +1% | +$6.03K | 0.27% | 79 |
|
|
2024
Q1 | $568K | Buy |
+5,798
| New | +$568K | 0.26% | 80 |
|