Marino Stram & Associates’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 |
-2,229
| Closed | -$216K | – | 167 |
|
|
2024
Q4 | $216K | Buy |
+2,229
| New | +$216K | 0.05% | 161 |
|
|
2021
Q1 | – | Sell |
-2,216
| Closed | -$262K | – | 133 |
|
|
2020
Q4 | $262K | Buy |
2,216
+213
| +11% | +$25.2K | 0.12% | 106 |
|
|
2020
Q3 | $260K | Buy |
+2,003
| New | +$260K | 0.14% | 93 |
|
|
2018
Q1 | – | Sell |
-7
| Closed | -$1K | – | 458 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 440 |
|