New Century Financial Group’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 | $1.71M | Buy |
17,271
+12,205
| +241% | +$1.21M | 2.01% | 11 |
|
|
2025
Q1 | $501K | Sell |
5,066
-42,926
| -89% | -$4.25M | 0.58% | 58 |
|
|
2024
Q4 | $4.65M | Buy |
47,992
+1,203
| +3% | +$116K | 1.98% | 8 |
|
|
2024
Q3 | $4.74M | Sell |
46,789
-29,489
| -39% | -$2.99M | 1.74% | 8 |
|
|
2024
Q2 | $7.4M | Sell |
76,278
-12,969
| -15% | -$1.26M | 3.15% | 3 |
|
|
2024
Q1 | $8.74M | Sell |
89,247
-2,575
| -3% | -$252K | 6.06% | 1 |
|
|
2023
Q4 | $9.11M | Buy |
+91,822
| New | +$9.11M | 7.88% | 1 |
|