Money Concepts 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 | $13.5M | Buy |
135,889
+13,124
| +11% | +$1.3M | 0.9% | 18 |
|
|
2025
Q1 | $12.1M | Buy |
122,765
+6,236
| +5% | +$617K | 0.91% | 18 |
|
|
2024
Q4 | $11.3M | Buy |
116,529
+19,777
| +20% | +$1.92M | 0.84% | 19 |
|
|
2024
Q3 | $9.8M | Buy |
96,752
+12,758
| +15% | +$1.29M | 0.74% | 25 |
|
|
2024
Q2 | $8.15M | Buy |
83,994
+58,635
| +231% | +$5.69M | 0.68% | 30 |
|
|
2024
Q1 | $2.48M | Sell |
25,359
-2,405
| -9% | -$236K | 0.23% | 120 |
|
|
2023
Q4 | $2.76M | Buy |
27,764
+4,505
| +19% | +$447K | 0.26% | 101 |
|
|
2023
Q3 | $2.19M | Sell |
23,259
-3,756
| -14% | -$353K | 0.23% | 124 |
|
|
2023
Q2 | $2.65M | Sell |
27,015
-120,930
| -82% | -$11.8M | 0.27% | 110 |
|
|
2023
Q1 | $2.12M | Buy |
147,945
+89,576
| +153% | +$1.28M | 0.12% | 146 |
|
|
2022
Q4 | $5.66M | Buy |
58,369
+23,947
| +70% | +$2.32M | 0.25% | 80 |
|
|
2022
Q3 | $3.32M | Sell |
34,422
-2,601
| -7% | -$251K | 0.2% | 96 |
|
|
2022
Q2 | $3.79M | Sell |
37,023
-697,829
| -95% | -$71.4M | 0.34% | 65 |
|
|
2022
Q1 | $78.7M | Buy |
734,852
+524,508
| +249% | +$56.2M | 4.44% | 1 |
|
|
2021
Q4 | $24M | Buy |
+210,344
| New | +$24M | 2.03% | 4 |
|
|
2021
Q1 | $5.81M | Sell |
51,014
-68,777
| -57% | -$7.83M | 0.46% | 57 |
|
|
2020
Q4 | $14.2M | Buy |
+119,791
| New | +$14.2M | 1.31% | 17 |
|