Kohmann Bosshard Financial Services’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 | $1.47M | Buy |
14,782
+1,510
| +11% | +$150K | 0.16% | 59 |
|
|
2025
Q1 | $1.31M | Buy |
13,272
+11
| +0.1% | +$1.09K | 0.15% | 65 |
|
|
2024
Q4 | $1.28M | Buy |
13,261
+4,867
| +58% | +$472K | 0.15% | 67 |
|
|
2024
Q3 | $850K | Buy |
8,394
+29
| +0.3% | +$2.94K | 0.11% | 86 |
|
|
2024
Q2 | $812K | Sell |
8,365
-4,848
| -37% | -$471K | 0.11% | 82 |
|
|
2024
Q1 | $1.29M | Sell |
13,213
-2,453
| -16% | -$240K | 0.18% | 70 |
|
|
2023
Q4 | $1.55M | Sell |
15,666
-1,920
| -11% | -$191K | 0.24% | 61 |
|
|
2023
Q3 | $1.65M | Sell |
17,586
-2,706
| -13% | -$254K | 0.28% | 57 |
|
|
2023
Q2 | $1.99M | Sell |
20,292
-590
| -3% | -$57.8K | 0.34% | 46 |
|
|
2023
Q1 | $2.08M | Sell |
20,882
-618
| -3% | -$61.6K | 0.39% | 42 |
|
|
2022
Q4 | $2.09M | Sell |
21,500
-7,858
| -27% | -$762K | 0.42% | 41 |
|
|
2022
Q3 | $2.83M | Buy |
29,358
+284
| +1% | +$27.4K | 0.63% | 34 |
|
|
2022
Q2 | $2.96M | Sell |
29,074
-3,479
| -11% | -$354K | 0.65% | 35 |
|
|
2022
Q1 | $3.49M | Buy |
32,553
+3,523
| +12% | +$377K | 0.68% | 32 |
|
|
2021
Q4 | $3.35M | Buy |
29,030
+3,309
| +13% | +$382K | 0.67% | 33 |
|
|
2021
Q3 | $2.95M | Buy |
25,721
+582
| +2% | +$66.8K | 0.65% | 32 |
|
|
2021
Q2 | $2.9M | Sell |
25,139
-1,962
| -7% | -$226K | 0.67% | 32 |
|
|
2021
Q1 | $3.09M | Buy |
27,101
+1,224
| +5% | +$139K | 0.83% | 26 |
|
|
2020
Q4 | $3.06M | Sell |
25,877
-746
| -3% | -$88.2K | 0.95% | 25 |
|
|
2020
Q3 | $3.14M | Sell |
26,623
-932
| -3% | -$110K | 1.14% | 21 |
|
|
2020
Q2 | $3.26M | Buy |
27,555
+2,141
| +8% | +$253K | 1.21% | 22 |
|
|
2020
Q1 | $2.93M | Sell |
25,414
-575
| -2% | -$66.3K | 1.29% | 22 |
|
|
2019
Q4 | $2.92M | Sell |
25,989
-170
| -0.6% | -$19.1K | 1.08% | 23 |
|
|
2019
Q3 | $2.96M | Buy |
26,159
+65
| +0.2% | +$7.36K | 1.16% | 23 |
|
|
2019
Q2 | $2.91M | Buy |
26,094
+83
| +0.3% | +$9.24K | 1.21% | 23 |
|
|
2019
Q1 | $2.84M | Sell |
26,011
-2,840
| -10% | -$310K | 1.34% | 21 |
|
|
2018
Q4 | $3.07M | Buy |
28,851
+26,796
| +1,304% | +$2.85M | 1.66% | 19 |
|
|
2018
Q3 | $217K | Buy |
+2,055
| New | +$217K | 0.11% | 61 |
|