Napatree 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
Q1
$2.34M Sell
23,660
-320
-1% -$31.7K 1.32% 16
2024
Q4
$2.32M Buy
23,980
+2,044
+9% +$198K 1.36% 19
2024
Q3
$2.22M Buy
21,936
+2,273
+12% +$230K 1.55% 15
2024
Q2
$1.91M Buy
19,663
+4
+0% +$388 1.55% 15
2024
Q1
$1.87M Hold
19,659
1.81% 12
2023
Q4
$1.95M Buy
+19,659
New +$1.95M 1.96% 11