IAN
Integrated Advisors Network’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 | $6.48M | Sell |
65,354
-28,299
| -30% | -$2.81M | 0.29% | 86 |
|
|
2025
Q1 | $9.26M | Buy |
93,653
+27,934
| +43% | +$2.76M | 0.47% | 49 |
|
|
2024
Q4 | $6.37M | Sell |
65,719
-5,281
| -7% | -$512K | 0.3% | 76 |
|
|
2024
Q3 | $7.19M | Sell |
71,000
-687
| -1% | -$69.6K | 0.34% | 72 |
|
|
2024
Q2 | $6.96M | Sell |
71,687
-33,873
| -32% | -$3.29M | 0.36% | 67 |
|
|
2024
Q1 | $10.3M | Sell |
105,560
-15,196
| -13% | -$1.49M | 0.53% | 40 |
|
|
2023
Q4 | $12M | Buy |
120,756
+46,573
| +63% | +$4.62M | 0.68% | 22 |
|
|
2023
Q3 | $6.98M | Sell |
74,183
-20,523
| -22% | -$1.93M | 0.43% | 52 |
|
|
2023
Q2 | $9.28M | Sell |
94,706
-10,604
| -10% | -$1.04M | 0.53% | 39 |
|
|
2023
Q1 | $10.5M | Sell |
105,310
-104,283
| -50% | -$10.4M | 0.63% | 29 |
|
|
2022
Q4 | $20.3M | Sell |
209,593
-9,303
| -4% | -$902K | 1.31% | 9 |
|
|
2022
Q3 | $21.1M | Buy |
218,896
+37,476
| +21% | +$3.61M | 1.43% | 8 |
|
|
2022
Q2 | $18.4M | Buy |
181,420
+44,307
| +32% | +$4.51M | 1.2% | 7 |
|
|
2022
Q1 | $14.7M | Buy |
137,113
+61,616
| +82% | +$6.6M | 0.86% | 22 |
|
|
2021
Q4 | $8.61M | Sell |
75,497
-11,299
| -13% | -$1.29M | 0.51% | 42 |
|
|
2021
Q3 | $9.97M | Sell |
86,796
-14,187
| -14% | -$1.63M | 0.66% | 29 |
|
|
2021
Q2 | $11.6M | Buy |
100,983
+20,880
| +26% | +$2.41M | 0.86% | 23 |
|
|
2021
Q1 | $9.12M | Sell |
80,103
-34,281
| -30% | -$3.9M | 0.83% | 23 |
|
|
2020
Q4 | $13.5M | Sell |
114,384
-26,735
| -19% | -$3.16M | 1.48% | 9 |
|
|
2020
Q3 | $16.7M | Buy |
141,119
+25,685
| +22% | +$3.03M | 2.11% | 5 |
|
|
2020
Q2 | $13.6M | Sell |
115,434
-16,656
| -13% | -$1.97M | 1.6% | 8 |
|
|
2020
Q1 | $15.2M | Buy |
132,090
+93,853
| +245% | +$10.8M | 2.98% | 1 |
|
|
2019
Q4 | $4.3M | Buy |
+38,237
| New | +$4.3M | 0.58% | 42 |
|