Independent Family Office’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 | $301K | Hold |
3,032
| – | – | 0.14% | 64 |
|
|
2025
Q1 | $300K | Hold |
3,032
| – | – | 0.16% | 58 |
|
|
2024
Q4 | $294K | Hold |
3,032
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $307K | Hold |
3,032
| – | – | 0.15% | 59 |
|
|
2024
Q2 | $294K | Hold |
3,032
| – | – | 0.17% | 55 |
|
|
2024
Q1 | $297K | Hold |
3,032
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $301K | Hold |
3,032
| – | – | 0.17% | 56 |
|
|
2023
Q3 | $285K | Hold |
3,032
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $297K | Hold |
3,032
| – | – | 0.18% | 56 |
|
|
2023
Q1 | $302K | Hold |
3,032
| – | – | 0.17% | 58 |
|
|
2022
Q4 | $294K | Hold |
3,032
| – | – | 0.18% | 58 |
|
|
2022
Q3 | $292K | Hold |
3,032
| – | – | 0.14% | 54 |
|
|
2022
Q2 | $308 | Hold |
3,032
| – | – | 0.15% | 54 |
|
|
2022
Q1 | $325K | Hold |
3,032
| – | – | 0.11% | 53 |
|
|
2021
Q4 | $346K | Hold |
3,032
| – | – | 0.13% | 42 |
|
|
2021
Q3 | $348K | Hold |
3,032
| – | – | 0.14% | 36 |
|
|
2021
Q2 | $350K | Hold |
3,032
| – | – | 0.14% | 40 |
|
|
2021
Q1 | $345K | Hold |
3,032
| – | – | 0.14% | 48 |
|
|
2020
Q4 | $358K | Buy |
3,032
+27
| +0.9% | +$3.19K | 0.15% | 47 |
|
|
2020
Q3 | $355K | Hold |
3,005
| – | – | 0.17% | 44 |
|
|
2020
Q2 | $356K | Buy |
3,005
+28
| +0.9% | +$3.32K | 0.18% | 46 |
|
|
2020
Q1 | $343K | Buy |
2,977
+28
| +0.9% | +$3.23K | 0.21% | 40 |
|
|
2019
Q4 | $331K | Buy |
+2,949
| New | +$331K | 0.21% | 40 |
|