Kraft Davis & Associates’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
$1.21M Sell
12,278
-10,549
-46% -$1.04M 0.33% 55
2025
Q1
$2.23M Buy
+22,827
New +$2.23M 0.72% 35
2024
Q4
Sell
-3,539
Closed -$348K 139
2024
Q3
$348K Sell
3,539
-90,369
-96% -$8.88M 0.1% 98
2024
Q2
$9.23M Buy
+93,908
New +$9.23M 2.8% 11