Oldfather Financial Services’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 | $10.3M | Buy |
103,794
+1,121
| +1% | +$111K | 3.54% | 7 |
|
|
2025
Q1 | $10.2M | Buy |
102,673
+8,755
| +9% | +$866K | 3.86% | 5 |
|
|
2024
Q4 | $9.1M | Buy |
93,918
+20,291
| +28% | +$1.97M | 3.47% | 6 |
|
|
2024
Q3 | $7.46M | Buy |
73,627
+4,111
| +6% | +$416K | 2.87% | 8 |
|
|
2024
Q2 | $6.75M | Sell |
69,516
-1,321
| -2% | -$128K | 2.77% | 10 |
|
|
2024
Q1 | $6.94M | Sell |
70,837
-2,184
| -3% | -$214K | 2.86% | 10 |
|
|
2023
Q4 | $7.25M | Buy |
73,021
+6,806
| +10% | +$675K | 3.23% | 7 |
|
|
2023
Q3 | $6.23M | Sell |
66,215
-2,649
| -4% | -$249K | 3.16% | 8 |
|
|
2023
Q2 | $6.75M | Sell |
68,864
-1,118
| -2% | -$110K | 3.3% | 7 |
|
|
2023
Q1 | $6.97M | Buy |
69,982
+6,411
| +10% | +$639K | 3.61% | 6 |
|
|
2022
Q4 | $6.17M | Sell |
63,571
-3,195
| -5% | -$310K | 3.51% | 6 |
|
|
2022
Q3 | $6.43M | Sell |
66,766
-4,328
| -6% | -$417K | 4.03% | 5 |
|
|
2022
Q2 | $7.35M | Buy |
71,094
+5,036
| +8% | +$520K | 4.19% | 5 |
|
|
2022
Q1 | $6.84M | Sell |
66,058
-11,026
| -14% | -$1.14M | 3.71% | 5 |
|
|
2021
Q4 | $8.43M | Sell |
77,084
-5,822
| -7% | -$637K | 4.43% | 5 |
|
|
2021
Q3 | $9.48M | Buy |
82,906
+1,500
| +2% | +$171K | 4.87% | 5 |
|
|
2021
Q2 | $9.4M | Buy |
81,406
+4,066
| +5% | +$469K | 5.14% | 5 |
|
|
2021
Q1 | $8.84M | Buy |
77,340
+5,212
| +7% | +$596K | 5.09% | 5 |
|
|
2020
Q4 | $8.42M | Buy |
72,128
+7,988
| +12% | +$932K | 4.99% | 5 |
|
|
2020
Q3 | $7.57M | Buy |
64,140
+12,845
| +25% | +$1.52M | 5.39% | 5 |
|
|
2020
Q2 | $6.13M | Buy |
51,295
+45,027
| +718% | +$5.38M | 4.76% | 5 |
|
|
2020
Q1 | $730K | Sell |
6,268
-153
| -2% | -$17.8K | 0.69% | 22 |
|
|
2019
Q4 | $734K | Buy |
+6,421
| New | +$734K | 0.68% | 24 |
|