Leuthold 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 | $4.74M | Hold |
47,795
| – | – | 0.57% | 64 |
|
2025
Q1 | $4.73M | Hold |
47,795
| – | – | 0.61% | 58 |
|
2024
Q4 | $4.63M | Sell |
47,795
-4,349
| -8% | -$421K | 0.56% | 68 |
|
2024
Q3 | $5.28M | Buy |
52,144
+13,402
| +35% | +$1.36M | 0.59% | 69 |
|
2024
Q2 | $3.76M | Hold |
38,742
| – | – | 0.43% | 89 |
|
2024
Q1 | $3.79M | Hold |
38,742
| – | – | 0.43% | 95 |
|
2023
Q4 | $3.85M | Buy |
38,742
+3,268
| +9% | +$324K | 0.48% | 87 |
|
2023
Q3 | $3.34M | Hold |
35,474
| – | – | 0.47% | 86 |
|
2023
Q2 | $3.47M | Hold |
35,474
| – | – | 0.45% | 88 |
|
2023
Q1 | $3.53M | Hold |
35,474
| – | – | 0.47% | 88 |
|
2022
Q4 | $3.44M | Sell |
35,474
-25
| -0.1% | -$2.43K | 0.46% | 88 |
|
2022
Q3 | $3.42M | Hold |
35,499
| – | – | 0.52% | 82 |
|
2022
Q2 | $3.61M | Buy |
+35,499
| New | +$3.61M | 0.51% | 77 |
|
2013
Q3 | – | Sell |
-56,049
| Closed | -$6.01M | – | 307 |
|
2013
Q2 | $6.01M | Buy |
+56,049
| New | +$6.01M | 0.56% | 56 |
|