KPP Advisory 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 | $457K | Sell |
4,605
-729
| -14% | -$72.3K | 0.08% | 201 |
|
|
2025
Q1 | $528K | Sell |
5,334
-2,993
| -36% | -$296K | 0.1% | 171 |
|
|
2024
Q4 | $807K | Sell |
8,327
-396
| -5% | -$38.4K | 0.19% | 104 |
|
|
2024
Q3 | $883K | Sell |
8,723
-596
| -6% | -$60.4K | 0.21% | 98 |
|
|
2024
Q2 | $905K | Buy |
9,319
+1,205
| +15% | +$117K | 0.24% | 86 |
|
|
2024
Q1 | $795K | Buy |
+8,114
| New | +$795K | 0.22% | 88 |
|
|
2023
Q4 | – | Sell |
-7,269
| Closed | -$684K | – | 127 |
|
|
2023
Q3 | $684K | Buy |
+7,269
| New | +$684K | 0.23% | 82 |
|