Jefferies Financial 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 | $344K | Sell |
3,471
-264
| -7% | -$26.2K | ﹤0.01% | 734 |
|
2025
Q1 | $369K | Buy |
3,735
+69
| +2% | +$6.83K | ﹤0.01% | 929 |
|
2024
Q4 | $355K | Hold |
3,666
| – | – | ﹤0.01% | 932 |
|
2024
Q3 | $371K | Hold |
3,666
| – | – | ﹤0.01% | 814 |
|
2024
Q2 | $356K | Sell |
3,666
-1,172
| -24% | -$114K | ﹤0.01% | 822 |
|
2024
Q1 | $474K | Sell |
4,838
-8,966
| -65% | -$878K | ﹤0.01% | 803 |
|
2023
Q4 | $1.37M | Buy |
13,804
+6,021
| +77% | +$598K | 0.01% | 557 |
|
2023
Q3 | $732K | Buy |
7,783
+1,728
| +29% | +$163K | 0.01% | 598 |
|
2023
Q2 | $593K | Hold |
6,055
| – | – | 0.01% | 744 |
|
2023
Q1 | $603K | Sell |
6,055
-1,518
| -20% | -$151K | ﹤0.01% | 673 |
|
2022
Q4 | $734K | Buy |
+7,573
| New | +$734K | 0.01% | 569 |
|