Melissa S. Kampmann’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 | $1.03M | Buy |
10,368
+160
| +2% | +$15.9K | 0.77% | 38 |
|
|
2025
Q1 | $1.01M | Buy |
10,208
+75
| +0.7% | +$7.42K | 0.8% | 37 |
|
|
2024
Q4 | $982K | Buy |
10,133
+180
| +2% | +$17.4K | 0.77% | 37 |
|
|
2024
Q3 | $1.01M | Buy |
9,953
+175
| +2% | +$17.7K | 0.71% | 37 |
|
|
2024
Q2 | $949K | Buy |
9,778
+1,070
| +12% | +$104K | 0.69% | 38 |
|
|
2024
Q1 | $853K | Buy |
8,708
+87
| +1% | +$8.52K | 0.61% | 38 |
|
|
2023
Q4 | $856K | Buy |
8,621
+95
| +1% | +$9.43K | 0.73% | 37 |
|
|
2023
Q3 | $802K | Buy |
+8,526
| New | +$802K | 0.77% | 37 |
|