Jaffetilchin Investment Partners’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 | $4.38M | Buy |
44,127
+129
| +0.3% | +$12.8K | 0.29% | 61 |
|
|
2025
Q1 | $4.35M | Buy |
43,998
+31,817
| +261% | +$3.15M | 0.32% | 50 |
|
|
2024
Q4 | $1.18M | Buy |
12,181
+3,567
| +41% | +$346K | 0.09% | 149 |
|
|
2024
Q3 | $872K | Sell |
8,614
-276
| -3% | -$28K | 0.07% | 165 |
|
|
2024
Q2 | $863K | Buy |
8,890
+62
| +0.7% | +$6.02K | 0.07% | 152 |
|
|
2024
Q1 | $865K | Buy |
8,828
+700
| +9% | +$68.6K | 0.08% | 154 |
|
|
2023
Q4 | $807K | Sell |
8,128
-870
| -10% | -$86.3K | 0.08% | 162 |
|
|
2023
Q3 | $846K | Buy |
8,998
+999
| +12% | +$93.9K | 0.09% | 133 |
|
|
2023
Q2 | $784K | Buy |
7,999
+420
| +6% | +$41.1K | 0.08% | 143 |
|
|
2023
Q1 | $755K | Sell |
7,579
-461
| -6% | -$45.9K | 0.09% | 153 |
|
|
2022
Q4 | $780K | Sell |
8,040
-4,865
| -38% | -$472K | 0.1% | 150 |
|
|
2022
Q3 | $1.24M | Buy |
12,905
+872
| +7% | +$84K | 0.16% | 87 |
|
|
2022
Q2 | $1.22M | Sell |
12,033
-166
| -1% | -$16.9K | 0.14% | 102 |
|
|
2022
Q1 | $1.26M | Sell |
12,199
-42
| -0.3% | -$4.32K | 0.15% | 100 |
|
|
2021
Q4 | $1.4M | Buy |
12,241
+214
| +2% | +$24.4K | 0.13% | 105 |
|
|
2021
Q3 | $1.38M | Sell |
12,027
-9,472
| -44% | -$1.09M | 0.15% | 101 |
|
|
2021
Q2 | $2.51M | Buy |
21,499
+12,570
| +141% | +$1.47M | 0.17% | 96 |
|
|
2021
Q1 | $1.02M | Sell |
8,929
-1,283
| -13% | -$146K | 0.12% | 127 |
|
|
2020
Q4 | $1.21M | Sell |
10,212
-23
| -0.2% | -$2.72K | 0.17% | 92 |
|
|
2020
Q3 | $1.21M | Sell |
10,235
-6,698
| -40% | -$791K | 0.22% | 64 |
|
|
2020
Q2 | $2M | Sell |
16,933
-8,745
| -34% | -$1.03M | 0.44% | 42 |
|
|
2020
Q1 | $2.96M | Sell |
25,678
-360
| -1% | -$41.5K | 1.05% | 19 |
|
|
2019
Q4 | $2.93M | Buy |
26,038
+10,679
| +70% | +$1.2M | 0.63% | 29 |
|
|
2019
Q3 | $1.74M | Buy |
15,359
+6,884
| +81% | +$779K | 0.42% | 47 |
|
|
2019
Q2 | $944K | Buy |
8,475
+3,777
| +80% | +$421K | 0.22% | 72 |
|
|
2019
Q1 | $512K | Buy |
4,698
+33
| +0.7% | +$3.6K | 0.11% | 155 |
|
|
2018
Q4 | $497K | Buy |
4,665
+605
| +15% | +$64.5K | 0.12% | 125 |
|
|
2018
Q3 | $428K | Buy |
4,060
+327
| +9% | +$34.5K | 0.09% | 181 |
|
|
2018
Q2 | $397K | Sell |
3,733
-118
| -3% | -$12.5K | 0.09% | 195 |
|
|
2018
Q1 | $413K | Buy |
3,851
+602
| +19% | +$64.6K | 0.09% | 196 |
|
|
2017
Q4 | $355K | Sell |
3,249
-191
| -6% | -$20.9K | 0.12% | 161 |
|
|
2017
Q3 | $377K | Buy |
3,440
+748
| +28% | +$82K | 0.09% | 206 |
|
|
2017
Q2 | $295K | Sell |
2,692
-621
| -19% | -$68.1K | 0.1% | 176 |
|
|
2017
Q1 | $359K | Sell |
3,313
-1,014
| -23% | -$110K | 0.09% | 184 |
|
|
2016
Q4 | $468K | Buy |
4,327
+30
| +0.7% | +$3.25K | 0.14% | 122 |
|
|
2016
Q3 | $483K | Sell |
4,297
-4,316
| -50% | -$485K | 0.15% | 103 |
|
|
2016
Q2 | $970K | Sell |
8,613
-352
| -4% | -$39.6K | 0.29% | 46 |
|
|
2016
Q1 | $994K | Buy |
8,965
+22
| +0.2% | +$2.44K | 0.31% | 40 |
|
|
2015
Q4 | $966K | Buy |
8,943
+897
| +11% | +$96.9K | 0.31% | 51 |
|
|
2015
Q3 | $882K | Buy |
8,046
+124
| +2% | +$13.6K | 0.33% | 51 |
|
|
2015
Q2 | $862K | Buy |
7,922
+255
| +3% | +$27.7K | 0.26% | 63 |
|
|
2015
Q1 | $854K | Sell |
7,667
-385
| -5% | -$42.9K | 0.26% | 63 |
|
|
2014
Q4 | $887K | Buy |
8,052
+1,691
| +27% | +$186K | 0.3% | 57 |
|
|
2014
Q3 | $694K | Sell |
6,361
-783
| -11% | -$85.4K | 0.25% | 58 |
|
|
2014
Q2 | $782K | Buy |
7,144
+666
| +10% | +$72.9K | 0.28% | 57 |
|
|
2014
Q1 | $699K | Sell |
6,478
-7,155
| -52% | -$772K | 0.27% | 59 |
|
|
2013
Q4 | $1.45M | Sell |
13,633
-2,029
| -13% | -$216K | 0.72% | 31 |
|
|
2013
Q3 | $1.68M | Sell |
15,662
-2,199
| -12% | -$236K | 0.98% | 26 |
|
|
2013
Q2 | $1.92M | Buy |
+17,861
| New | +$1.92M | 1.33% | 18 |
|