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 |
|