IDA
Intelligence Driven Advisers’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 | $1.77M | Buy |
17,871
+1,077
| +6% | +$107K | 0.27% | 34 |
|
|
2025
Q1 | $1.66M | Sell |
16,794
-229
| -1% | -$22.7K | 0.32% | 28 |
|
|
2024
Q4 | $1.65M | Sell |
17,023
-204
| -1% | -$19.8K | 0.31% | 30 |
|
|
2024
Q3 | $1.74M | Sell |
17,227
-499
| -3% | -$50.5K | 0.25% | 29 |
|
|
2024
Q2 | $1.72M | Buy |
+17,726
| New | +$1.72M | 0.24% | 28 |
|
|
2023
Q4 | – | Sell |
-3,215
| Closed | -$299K | – | 91 |
|
|
2023
Q3 | $299K | Sell |
3,215
-906
| -22% | -$84.3K | 0.05% | 65 |
|
|
2023
Q2 | $398K | Sell |
4,121
-2,255
| -35% | -$218K | 0.07% | 61 |
|
|
2023
Q1 | $641K | Sell |
6,376
-540
| -8% | -$54.3K | 0.12% | 48 |
|
|
2022
Q4 | $685K | Sell |
6,916
-28,941
| -81% | -$2.87M | 0.13% | 50 |
|
|
2022
Q3 | $3.45M | Buy |
35,857
+16,635
| +87% | +$1.6M | 0.69% | 35 |
|
|
2022
Q2 | $1.96M | Sell |
19,222
-7,288
| -27% | -$742K | 0.38% | 49 |
|
|
2022
Q1 | $2.79M | Buy |
26,510
+9,502
| +56% | +$1M | 0.51% | 40 |
|
|
2021
Q4 | $1.91M | Buy |
17,008
+6,334
| +59% | +$709K | 0.35% | 42 |
|
|
2021
Q3 | $1.22M | Sell |
10,674
-2,552
| -19% | -$293K | 0.27% | 37 |
|
|
2021
Q2 | $1.53M | Buy |
13,226
+4,759
| +56% | +$549K | 0.3% | 43 |
|
|
2021
Q1 | $964K | Buy |
8,467
+309
| +4% | +$35.2K | 0.22% | 41 |
|
|
2020
Q4 | $964K | Buy |
8,158
+1,645
| +25% | +$194K | 0.22% | 46 |
|
|
2020
Q3 | $769K | Sell |
6,513
-19,625
| -75% | -$2.32M | 0.18% | 40 |
|
|
2020
Q2 | $3.09M | Buy |
26,138
+2,193
| +9% | +$259K | 1.09% | 26 |
|
|
2020
Q1 | $2.76M | Sell |
23,945
-311,076
| -93% | -$35.9M | 1.28% | 18 |
|
|
2019
Q4 | $37.6M | Buy |
335,021
+29,717
| +10% | +$3.34M | 17.09% | 1 |
|
|
2019
Q3 | $34.6M | Buy |
305,304
+156,767
| +106% | +$17.7M | 16.35% | 1 |
|
|
2019
Q2 | $16.5M | Buy |
148,537
+137,053
| +1,193% | +$15.3M | 7.86% | 1 |
|
|
2019
Q1 | $1.25M | Buy |
11,484
+4,222
| +58% | +$461K | 0.69% | 31 |
|
|
2018
Q4 | $773K | Buy |
+7,262
| New | +$773K | 0.49% | 39 |
|