Kingsview Wealth Management’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 | $158M | Buy |
1,594,509
+319,044
| +25% | +$31.6M | 2.68% | 2 |
|
|
2025
Q1 | $126M | Sell |
1,275,465
-11,186
| -0.9% | -$1.11M | 2.38% | 4 |
|
|
2024
Q4 | $125M | Buy |
1,286,651
+339,637
| +36% | +$32.9M | 2.43% | 3 |
|
|
2024
Q3 | $95.9M | Sell |
947,014
-27,981
| -3% | -$2.83M | 2.02% | 6 |
|
|
2024
Q2 | $94.6M | Buy |
974,995
+61,588
| +7% | +$5.98M | 2.24% | 6 |
|
|
2024
Q1 | $89.5M | Buy |
913,407
+77,460
| +9% | +$7.59M | 2.24% | 4 |
|
|
2023
Q4 | $83M | Buy |
835,947
+155,901
| +23% | +$15.5M | 2.48% | 4 |
|
|
2023
Q3 | $64M | Buy |
680,046
+165,409
| +32% | +$15.6M | 2.3% | 3 |
|
|
2023
Q2 | $50.4M | Sell |
514,637
-171,267
| -25% | -$16.8M | 1.98% | 5 |
|
|
2023
Q1 | $68.3M | Buy |
685,904
+452,260
| +194% | +$45.1M | 2.87% | 2 |
|
|
2022
Q4 | $22.7M | Sell |
233,644
-484,926
| -67% | -$47M | 0.98% | 15 |
|
|
2022
Q3 | $69.2M | Sell |
718,570
-9,533
| -1% | -$918K | 3.28% | 3 |
|
|
2022
Q2 | $74M | Buy |
728,103
+223,374
| +44% | +$22.7M | 3.54% | 3 |
|
|
2022
Q1 | $54.1M | Buy |
504,729
+285,915
| +131% | +$30.6M | 2.38% | 4 |
|
|
2021
Q4 | $25M | Sell |
218,814
-239,241
| -52% | -$27.3M | 1.04% | 13 |
|
|
2021
Q3 | $52.6M | Sell |
458,055
-8,560
| -2% | -$983K | 2.49% | 4 |
|
|
2021
Q2 | $53.7M | Buy |
466,615
+273,567
| +142% | +$31.5M | 2.65% | 3 |
|
|
2021
Q1 | $22M | Buy |
193,048
+69,837
| +57% | +$7.96M | 1.25% | 9 |
|
|
2020
Q4 | $14.6M | Sell |
123,211
-197,747
| -62% | -$23.4M | 1.05% | 11 |
|
|
2020
Q3 | $37.9M | Buy |
320,958
+140,680
| +78% | +$16.6M | 3.39% | 2 |
|
|
2020
Q2 | $21.3M | Buy |
180,278
+100,370
| +126% | +$11.9M | 2.13% | 6 |
|
|
2020
Q1 | $9.22M | Sell |
79,908
-2,443
| -3% | -$282K | 1.24% | 9 |
|
|
2019
Q4 | $9.25M | Buy |
82,351
+4,543
| +6% | +$511K | 1.16% | 8 |
|
|
2019
Q3 | $8.81M | Buy |
77,808
+906
| +1% | +$103K | 1.38% | 7 |
|
|
2019
Q2 | $8.56M | Buy |
76,902
+7,855
| +11% | +$875K | 1.44% | 8 |
|
|
2019
Q1 | $7.53M | Buy |
69,047
+41,714
| +153% | +$4.55M | 1.15% | 11 |
|
|
2018
Q4 | $2.91M | Buy |
27,333
+4,764
| +21% | +$507K | 0.64% | 42 |
|
|
2018
Q3 | $2.38M | Buy |
22,569
+6,647
| +42% | +$701K | 0.48% | 60 |
|
|
2018
Q2 | $1.69M | Sell |
15,922
-2,985
| -16% | -$317K | 0.4% | 75 |
|
|
2018
Q1 | $2.03M | Sell |
18,907
-1,423
| -7% | -$153K | 0.5% | 62 |
|
|
2017
Q4 | $2.22M | Buy |
20,330
+131
| +0.6% | +$14.3K | 0.79% | 29 |
|
|
2017
Q3 | $2.21M | Buy |
20,199
+2,939
| +17% | +$322K | 0.97% | 21 |
|
|
2017
Q2 | $1.89M | Buy |
17,260
+6,586
| +62% | +$721K | 0.97% | 21 |
|
|
2017
Q1 | $1.16M | Buy |
+10,674
| New | +$1.16M | 0.69% | 42 |
|