LRI Investments’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 | $17.5K | Sell |
176
-170
| -49% | -$16.9K | ﹤0.01% | 736 |
|
|
2025
Q1 | $34.2K | Hold |
346
| – | – | ﹤0.01% | 594 |
|
|
2024
Q4 | $33.5K | Hold |
346
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $33.8K | Hold |
346
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $33.6K | Buy |
346
+2
| +0.6% | +$194 | ﹤0.01% | 530 |
|
|
2024
Q1 | $33.7K | Buy |
+344
| New | +$33.7K | 0.01% | 312 |
|