Kingdom 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 | – | Sell |
-7,323
| Closed | -$724K | – | 56 |
|
|
2025
Q1 | $724K | Buy |
7,323
+1,633
| +29% | +$162K | 0.53% | 23 |
|
|
2024
Q4 | $551K | Sell |
5,690
-2,152
| -27% | -$209K | 0.38% | 26 |
|
|
2024
Q3 | $794K | Buy |
7,842
+1,953
| +33% | +$198K | 0.59% | 21 |
|
|
2024
Q2 | $572K | Sell |
5,889
-5,371
| -48% | -$521K | 0.39% | 28 |
|
|
2024
Q1 | $1.1M | Buy |
11,260
+6,758
| +150% | +$662K | 0.78% | 19 |
|
|
2023
Q4 | $447K | Sell |
4,502
-3,406
| -43% | -$338K | 0.39% | 46 |
|
|
2023
Q3 | $744K | Buy |
7,908
+2,420
| +44% | +$228K | 0.7% | 27 |
|
|
2023
Q2 | $538K | Buy |
+5,488
| New | +$538K | 0.53% | 31 |
|