Ironwood Financial’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 | $4.87M | Hold |
49,215
| – | – | 1.04% | 25 |
|
|
2025
Q1 | $4.87M | Sell |
49,215
-1,809
| -4% | -$179K | 1.04% | 25 |
|
|
2024
Q4 | $4.94M | Sell |
51,024
-2,164
| -4% | -$210K | 1.04% | 26 |
|
|
2024
Q3 | $5.39M | Sell |
53,188
-119
| -0.2% | -$12.1K | 1.13% | 25 |
|
|
2024
Q2 | $5.17M | Buy |
53,307
+2,624
| +5% | +$255K | 1.16% | 24 |
|
|
2024
Q1 | $4.96M | Buy |
50,683
+31,837
| +169% | +$3.12M | 1.14% | 25 |
|
|
2023
Q4 | $1.87M | Buy |
+18,846
| New | +$1.87M | 0.45% | 45 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 346 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 341 |
|
|
2019
Q2 | $2K | Buy |
20
+10
| +100% | +$1K | ﹤0.01% | 342 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 349 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 344 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 266 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 239 |
|
|
2015
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 280 |
|
|
2015
Q2 | $4K | Buy |
35
+34
| +3,400% | +$3.89K | ﹤0.01% | 262 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 317 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 298 |
|