KFGK
Keystone Financial Group (Kentucky)’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 | $228K | Sell |
2,302
-7,267
| -76% | -$721K | 0.02% | 370 |
|
|
2025
Q1 | $947K | Sell |
9,569
-8,234
| -46% | -$815K | 0.1% | 150 |
|
|
2024
Q4 | $1.73M | Buy |
17,803
+14,186
| +392% | +$1.37M | 0.17% | 100 |
|
|
2024
Q3 | $366K | Buy |
+3,617
| New | +$366K | 0.05% | 246 |
|
|
2024
Q2 | – | Sell |
-3,114
| Closed | -$305K | – | 171 |
|
|
2024
Q1 | $305K | Buy |
3,114
+403
| +15% | +$39.5K | 0.04% | 255 |
|
|
2023
Q4 | $269K | Sell |
2,711
-84
| -3% | -$8.34K | 0.05% | 232 |
|
|
2023
Q3 | $263K | Buy |
+2,795
| New | +$263K | 0.04% | 231 |
|
|
2021
Q2 | – | Sell |
-2,334
| Closed | -$266K | – | 290 |
|
|
2021
Q1 | $266K | Sell |
2,334
-36,248
| -94% | -$4.13M | 0.05% | 237 |
|
|
2020
Q4 | $4.56M | Buy |
+38,582
| New | +$4.56M | 0.95% | 25 |
|
|
2018
Q4 | – | Sell |
-2,085
| Closed | -$219K | – | 181 |
|
|
2018
Q3 | $219K | Sell |
2,085
-378
| -15% | -$39.7K | 0.09% | 174 |
|
|
2018
Q2 | $261K | Sell |
2,463
-331
| -12% | -$35.1K | 0.15% | 130 |
|
|
2018
Q1 | $299K | Sell |
2,794
-126,283
| -98% | -$13.5M | 0.17% | 113 |
|
|
2017
Q4 | $9.72M | Buy |
+129,077
| New | +$9.72M | 6.04% | 4 |
|