Little House 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
Q2 | $4.89M | Buy |
49,273
+2,519
| +5% | +$250K | 1.22% | 27 |
|
2025
Q1 | $4.62M | Sell |
46,754
-19,581
| -30% | -$1.94M | 1.27% | 26 |
|
2024
Q4 | $6.43M | Buy |
66,335
+12,655
| +24% | +$1.23M | 1.84% | 16 |
|
2024
Q3 | $5.44M | Buy |
+53,680
| New | +$5.44M | 1.56% | 21 |
|
2022
Q2 | – | Sell |
-24,904
| Closed | -$2.67M | – | 113 |
|
2022
Q1 | $2.67M | Buy |
+24,904
| New | +$2.67M | 1.36% | 16 |
|
2020
Q4 | – | Sell |
-19,504
| Closed | -$2.3M | – | 109 |
|
2020
Q3 | $2.3M | Buy |
19,504
+1,171
| +6% | +$138K | 1.91% | 12 |
|
2020
Q2 | $2.17M | Buy |
18,333
+14,336
| +359% | +$1.69M | 2% | 13 |
|
2020
Q1 | $461K | Sell |
3,997
-119
| -3% | -$13.7K | 0.5% | 53 |
|
2019
Q4 | $462K | Sell |
4,116
-60
| -1% | -$6.74K | 0.4% | 68 |
|
2019
Q3 | $473K | Buy |
4,176
+127
| +3% | +$14.4K | 0.36% | 80 |
|
2019
Q2 | $450 | Buy |
4,049
+299
| +8% | +$33 | 0.3% | 82 |
|
2019
Q1 | $409K | Buy |
3,750
+1,113
| +42% | +$121K | 0.31% | 80 |
|
2018
Q4 | $281K | Buy |
+2,637
| New | +$281K | 0.27% | 85 |
|