Indiana Trust & Investment 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 | $181K | Buy |
1,822
+813
| +81% | +$80.6K | 0.06% | 180 |
|
|
2025
Q1 | $99.8K | Hold |
1,009
| – | – | 0.04% | 226 |
|
|
2024
Q4 | $97.8K | Hold |
1,009
| – | – | 0.03% | 227 |
|
|
2024
Q3 | $102K | Sell |
1,009
-93
| -8% | -$9.42K | 0.03% | 228 |
|
|
2024
Q2 | $107K | Sell |
1,102
-1,464
| -57% | -$142K | 0.04% | 214 |
|
|
2024
Q1 | $251K | Sell |
2,566
-126
| -5% | -$12.3K | 0.1% | 139 |
|
|
2023
Q4 | $267K | Hold |
2,692
| – | – | 0.12% | 133 |
|
|
2023
Q3 | $253K | Buy |
+2,692
| New | +$253K | 0.13% | 126 |
|