Lindbrook Capital’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
Q1 | – | Sell |
-24,154
| Closed | -$2.34M | – | 2784 |
|
2024
Q4 | $2.34M | Sell |
24,154
-27
| -0.1% | -$2.62K | 0.21% | 66 |
|
2024
Q3 | $2.45M | Buy |
24,181
+5,628
| +30% | +$570K | 0.22% | 64 |
|
2024
Q2 | $1.8M | Buy |
18,553
+6,943
| +60% | +$674K | 0.17% | 84 |
|
2024
Q1 | $1.14M | Buy |
11,610
+11,376
| +4,862% | +$1.11M | 0.11% | 118 |
|
2023
Q4 | $23.2K | Hold |
234
| – | – | ﹤0.01% | 1100 |
|
2023
Q3 | $22K | Hold |
234
| – | – | ﹤0.01% | 1013 |
|
2023
Q2 | $22.9K | Buy |
+234
| New | +$22.9K | ﹤0.01% | 1016 |
|
2023
Q1 | – | Sell |
-1,557
| Closed | -$151K | – | 2773 |
|
2022
Q4 | $151K | Buy |
+1,557
| New | +$151K | 0.02% | 394 |
|