IAA
Independent Advisor Alliance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Buy |
61,158
+3,887
| +7% | +$386K | 0.17% | 97 |
|
|
2025
Q1 | $5.67M | Sell |
57,271
-107,982
| -65% | -$10.7M | 0.19% | 96 |
|
|
2024
Q4 | $16M | Buy |
+165,253
| New | +$16M | 0.21% | 100 |
|
|
2023
Q1 | – | Sell |
-3,235
| Closed | -$314K | – | 671 |
|
|
2022
Q4 | $314K | Sell |
3,235
-2,062
| -39% | -$200K | 0.11% | 110 |
|
|
2022
Q3 | $510K | Buy |
5,297
+2
| +0% | +$193 | 0.03% | 368 |
|
|
2022
Q2 | $538K | Buy |
+5,295
| New | +$538K | 0.03% | 356 |
|
|
2022
Q1 | – | Sell |
-1,954
| Closed | -$223K | – | 665 |
|
|
2021
Q4 | $223K | Buy |
1,954
+167
| +9% | +$19.1K | 0.01% | 600 |
|
|
2021
Q3 | $205K | Buy |
+1,787
| New | +$205K | 0.01% | 581 |
|
|
2020
Q3 | – | Sell |
-2,710
| Closed | -$324K | – | 492 |
|
|
2020
Q2 | $324K | Buy |
2,710
+100
| +4% | +$12K | 0.03% | 351 |
|
|
2020
Q1 | $301K | Sell |
2,610
-176,805
| -99% | -$20.4M | 0.04% | 277 |
|
|
2019
Q4 | $20.2M | Buy |
179,415
+171,185
| +2,080% | +$19.2M | 0.88% | 16 |
|
|
2019
Q3 | $921K | Buy |
+8,230
| New | +$921K | 0.11% | 167 |
|
|
2018
Q2 | – | Sell |
-3,001
| Closed | -$290K | – | 348 |
|
|
2018
Q1 | $290K | Buy |
+3,001
| New | +$290K | 0.06% | 253 |
|
|
2017
Q2 | – | Sell |
-120,805
| Closed | -$13.1M | – | 243 |
|
|
2017
Q1 | $13.1M | Buy |
+120,805
| New | +$13.1M | 2.08% | 3 |
|