Narus Financial Partners’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 | $1.91M | Buy |
19,278
+178
| +0.9% | +$17.7K | 0.6% | 36 |
|
|
2025
Q1 | $1.89M | Sell |
19,100
-145
| -0.8% | -$14.3K | 0.64% | 34 |
|
|
2024
Q4 | $1.86M | Buy |
19,245
+2,391
| +14% | +$232K | 0.63% | 34 |
|
|
2024
Q3 | $1.71M | Buy |
16,854
+721
| +4% | +$73K | 0.61% | 36 |
|
|
2024
Q2 | $1.57M | Buy |
16,133
+1,098
| +7% | +$107K | 0.63% | 35 |
|
|
2024
Q1 | $1.47M | Sell |
15,035
-134
| -0.9% | -$13.1K | 0.63% | 34 |
|
|
2023
Q4 | $1.51M | Sell |
15,169
-1,956
| -11% | -$194K | 0.73% | 24 |
|
|
2023
Q3 | $1.61M | Buy |
17,125
+2,016
| +13% | +$190K | 0.83% | 22 |
|
|
2023
Q2 | $1.48M | Sell |
15,109
-197
| -1% | -$19.3K | 0.76% | 25 |
|
|
2023
Q1 | $1.53M | Buy |
15,306
+907
| +6% | +$90.4K | 0.83% | 23 |
|
|
2022
Q4 | $1.4M | Buy |
14,399
+165
| +1% | +$16K | 0.81% | 23 |
|
|
2022
Q3 | $1.37M | Buy |
14,234
+2,473
| +21% | +$238K | 0.87% | 22 |
|
|
2022
Q2 | $1.2M | Sell |
11,761
-12,606
| -52% | -$1.28M | 0.76% | 26 |
|
|
2022
Q1 | $2.61M | Buy |
+24,367
| New | +$2.61M | 1.46% | 10 |
|
|
2021
Q1 | $2.11M | Buy |
+18,495
| New | +$2.11M | 1.25% | 11 |
|
|
2019
Q4 | $1.62M | Sell |
14,389
-394
| -3% | -$44.3K | 1.13% | 10 |
|
|
2019
Q3 | $1.67M | Sell |
14,783
-83
| -0.6% | -$9.39K | 1.23% | 6 |
|
|
2019
Q2 | $1.66M | Buy |
+14,866
| New | +$1.66M | 1.28% | 5 |
|
|
2017
Q3 | $1.33M | Buy |
12,102
+889
| +8% | +$97.4K | 1.17% | 8 |
|
|
2017
Q2 | $1.23M | Sell |
11,213
-720
| -6% | -$78.9K | 1.14% | 8 |
|
|
2017
Q1 | $1.3M | Buy |
11,933
+788
| +7% | +$85.5K | 1.25% | 6 |
|
|
2016
Q4 | $1.2M | Buy |
+11,145
| New | +$1.2M | 1.27% | 6 |
|