I2I
Insight 2811 Inc’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 | $17.9M | Buy |
180,113
+13,897
| +8% | +$1.38M | 8.46% | 4 |
|
|
2025
Q1 | $16.4M | Buy |
166,216
+22,104
| +15% | +$2.19M | 8.33% | 4 |
|
|
2024
Q4 | $14M | Buy |
144,112
+18,091
| +14% | +$1.75M | 7.19% | 4 |
|
|
2024
Q3 | $12.8M | Buy |
126,021
+18,813
| +18% | +$1.91M | 6.35% | 4 |
|
|
2024
Q2 | $10.4M | Buy |
107,208
+8,320
| +8% | +$808K | 5.4% | 4 |
|
|
2024
Q1 | $9.69M | Buy |
98,888
+14,522
| +17% | +$1.42M | 4.97% | 4 |
|
|
2023
Q4 | $8.37M | Buy |
84,366
+5,680
| +7% | +$564K | 4.57% | 4 |
|
|
2023
Q3 | $7.4M | Buy |
78,686
+6,634
| +9% | +$624K | 4.2% | 4 |
|
|
2023
Q2 | $7.06M | Buy |
+72,052
| New | +$7.06M | 3.84% | 7 |
|
|
2021
Q1 | – | Sell |
-3,421
| Closed | -$404K | – | 73 |
|
|
2020
Q4 | $404K | Buy |
+3,421
| New | +$404K | 0.24% | 41 |
|