LifePlan Investment 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 | $11.1M | Buy |
111,656
+1,260
| +1% | +$125K | 5.5% | 1 |
|
|
2025
Q1 | $10.9M | Buy |
110,396
+1,944
| +2% | +$192K | 6.28% | 1 |
|
|
2024
Q4 | $10.5M | Sell |
108,452
-8,132
| -7% | -$788K | 6.5% | 1 |
|
|
2024
Q3 | $11.8M | Buy |
116,584
+1,948
| +2% | +$197K | 7.55% | 1 |
|
|
2024
Q2 | $11.1M | Buy |
114,636
+10,653
| +10% | +$1.03M | 8.02% | 1 |
|
|
2024
Q1 | $10.2M | Buy |
103,983
+4,339
| +4% | +$425K | 8.12% | 1 |
|
|
2023
Q4 | $9.89M | Buy |
99,644
+2,887
| +3% | +$287K | 9.05% | 1 |
|
|
2023
Q3 | $9.1M | Sell |
96,757
-721
| -0.7% | -$67.8K | 9.67% | 1 |
|
|
2023
Q2 | $9.55M | Buy |
+97,478
| New | +$9.55M | 10.67% | 1 |
|