JJBC
James J. Burns & Company’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 | $16M | Buy |
161,365
+8,331
| +5% | +$826K | 2.61% | 8 |
|
|
2025
Q1 | $15.1M | Buy |
153,034
+6,321
| +4% | +$625K | 2.71% | 9 |
|
|
2024
Q4 | $14.2M | Sell |
146,713
-14,851
| -9% | -$1.44M | 2.47% | 9 |
|
|
2024
Q3 | $16.4M | Buy |
161,564
+3,826
| +2% | +$387K | 2.96% | 7 |
|
|
2024
Q2 | $15.3M | Buy |
157,738
+66,519
| +73% | +$6.46M | 3.01% | 7 |
|
|
2024
Q1 | $8.84M | Sell |
91,219
-30,904
| -25% | -$2.99M | 3.09% | 7 |
|
|
2023
Q4 | $12.1M | Sell |
122,123
-32,821
| -21% | -$3.26M | 2.89% | 8 |
|
|
2023
Q3 | $14.6M | Sell |
154,944
-920
| -0.6% | -$86.5K | 3.91% | 5 |
|
|
2023
Q2 | $15.3M | Buy |
155,864
+5,225
| +3% | +$512K | 3.87% | 5 |
|
|
2023
Q1 | $15M | Buy |
150,639
+55,430
| +58% | +$5.52M | 3.87% | 5 |
|
|
2022
Q4 | $9.23M | Buy |
95,209
+157
| +0.2% | +$15.2K | 3.77% | 5 |
|
|
2022
Q3 | $9.16M | Buy |
+95,052
| New | +$9.16M | 4.07% | 5 |
|