Investment Advisory Group’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 | $811K | Buy |
8,172
+86
| +1% | +$8.53K | 0.25% | 78 |
|
|
2025
Q1 | $800K | Buy |
8,086
+381
| +5% | +$37.7K | 0.27% | 77 |
|
|
2024
Q4 | $747K | Sell |
7,705
-1,005
| -12% | -$97.4K | 0.25% | 77 |
|
|
2024
Q3 | $882K | Buy |
8,710
+200
| +2% | +$20.3K | 0.31% | 67 |
|
|
2024
Q2 | $826K | Buy |
8,510
+100
| +1% | +$9.71K | 0.32% | 63 |
|
|
2024
Q1 | $824K | Buy |
8,410
+100
| +1% | +$9.79K | 0.34% | 61 |
|
|
2023
Q4 | $825K | Buy |
8,310
+167
| +2% | +$16.6K | 0.38% | 56 |
|
|
2023
Q3 | $766K | Sell |
8,143
-715
| -8% | -$67.2K | 0.4% | 53 |
|
|
2023
Q2 | $868K | Buy |
8,858
+847
| +11% | +$83K | 0.44% | 52 |
|
|
2023
Q1 | $798K | Buy |
8,011
+350
| +5% | +$34.9K | 0.46% | 51 |
|
|
2022
Q4 | $743K | Sell |
7,661
-154
| -2% | -$14.9K | 0.46% | 48 |
|
|
2022
Q3 | $753K | Sell |
7,815
-27
| -0.3% | -$2.6K | 0.52% | 45 |
|
|
2022
Q2 | $794K | Sell |
7,842
-260
| -3% | -$26.3K | 0.54% | 42 |
|
|
2022
Q1 | $870K | Hold |
8,102
| – | – | 0.53% | 45 |
|
|
2021
Q4 | $886K | Buy |
+8,102
| New | +$886K | 0.57% | 41 |
|