NorthLanding 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 | $8.58M | Buy |
86,451
+963
| +1% | +$95.5K | 7.59% | 5 |
|
|
2025
Q1 | $8.46M | Buy |
85,488
+526
| +0.6% | +$52K | 8.3% | 3 |
|
|
2024
Q4 | $8.23M | Buy |
84,962
+5,883
| +7% | +$570K | 8.31% | 3 |
|
|
2024
Q3 | $8.01M | Buy |
79,079
+3,673
| +5% | +$372K | 7.92% | 4 |
|
|
2024
Q2 | $7.32M | Buy |
75,406
+1,882
| +3% | +$183K | 7.77% | 4 |
|
|
2024
Q1 | $7.2M | Buy |
73,524
+17,349
| +31% | +$1.7M | 7.84% | 4 |
|
|
2023
Q4 | $5.58M | Buy |
56,175
+1,505
| +3% | +$149K | 6.6% | 4 |
|
|
2023
Q3 | $5.14M | Buy |
54,670
+3,014
| +6% | +$283K | 6.59% | 4 |
|
|
2023
Q2 | $5.06M | Sell |
51,656
-42,630
| -45% | -$4.18M | 6.6% | 4 |
|
|
2023
Q1 | $9.39M | Buy |
94,286
+765
| +0.8% | +$76.2K | 6.62% | 3 |
|
|
2022
Q4 | $9.07M | Buy |
93,521
+1,095
| +1% | +$106K | 6.52% | 3 |
|
|
2022
Q3 | $8.9M | Buy |
+92,426
| New | +$8.9M | 7.03% | 3 |
|