LGT Financial Advisors’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 | $7.64K | Sell |
77
-1
| -1% | -$99 | 0.02% | 237 |
|
|
2025
Q1 | $7.72K | Buy |
78
+9
| +13% | +$890 | 0.02% | 185 |
|
|
2024
Q4 | $6.69K | Sell |
69
-1
| -1% | -$97 | 0.01% | 502 |
|
|
2024
Q3 | $7.09K | Hold |
70
| – | – | 0.02% | 470 |
|
|
2024
Q2 | $6.8K | Buy |
70
+3
| +4% | +$291 | 0.01% | 545 |
|
|
2024
Q1 | $6.56K | Hold |
67
| – | – | 0.01% | 568 |
|
|
2023
Q4 | $6.65K | Sell |
67
-689
| -91% | -$68.4K | 0.01% | 564 |
|
|
2023
Q3 | $71.1K | Buy |
756
+653
| +634% | +$61.4K | 0.09% | 188 |
|
|
2023
Q2 | $10.1K | Buy |
+103
| New | +$10.1K | 0.01% | 191 |
|
|
2023
Q1 | – | Sell |
-2,563
| Closed | -$249K | – | 97 |
|
|
2022
Q4 | $249K | Buy |
+2,563
| New | +$249K | 0.29% | 78 |
|