Lokken Investment 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
Q1 | – | Sell |
-7,024
| Closed | -$681K | – | 133 |
|
|
2024
Q4 | $681K | Buy |
7,024
+175
| +3% | +$17K | 0.29% | 75 |
|
|
2024
Q3 | $694K | Buy |
6,849
+282
| +4% | +$28.6K | 0.29% | 77 |
|
|
2024
Q2 | $637K | Buy |
6,567
+337
| +5% | +$32.7K | 0.3% | 73 |
|
|
2024
Q1 | $610K | Buy |
6,230
+661
| +12% | +$64.7K | 0.3% | 78 |
|
|
2023
Q4 | $553K | Buy |
5,569
+8
| +0.1% | +$794 | 0.31% | 74 |
|
|
2023
Q3 | $523K | Buy |
5,561
+181
| +3% | +$17K | 0.34% | 71 |
|
|
2023
Q2 | $527K | Buy |
5,380
+836
| +18% | +$81.9K | 0.34% | 70 |
|
|
2023
Q1 | $453K | Buy |
+4,544
| New | +$453K | 0.34% | 69 |
|