Investment House LLC’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 | $785K | Sell |
7,915
-7,983
| -50% | -$792K | 0.04% | 153 |
|
|
2025
Q1 | $1.57M | Buy |
+15,898
| New | +$1.57M | 0.09% | 128 |
|
|
2024
Q4 | – | Sell |
-29,965
| Closed | -$3.03M | – | 200 |
|
|
2024
Q3 | $3.03M | Buy |
+29,965
| New | +$3.03M | 0.16% | 97 |
|
|
2023
Q4 | – | Sell |
-29,773
| Closed | -$2.8M | – | 192 |
|
|
2023
Q3 | $2.8M | Buy |
29,773
+784
| +3% | +$73.7K | 0.22% | 83 |
|
|
2023
Q2 | $2.84M | Buy |
+28,989
| New | +$2.84M | 0.21% | 81 |
|
|
2022
Q4 | – | Sell |
-7,768
| Closed | -$748K | – | 171 |
|
|
2022
Q3 | $748K | Buy |
7,768
+364
| +5% | +$35.1K | 0.07% | 117 |
|
|
2022
Q2 | $753K | Hold |
7,404
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $793K | Buy |
+7,404
| New | +$793K | 0.06% | 116 |
|