ORG 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 | $759K | Buy |
7,680
+831
| +12% | +$82.2K | 0.16% | 122 |
|
|
2025
Q1 | $678K | Sell |
6,849
-6,308
| -48% | -$624K | 0.17% | 113 |
|
|
2024
Q4 | $1.28M | Buy |
13,157
+226
| +2% | +$21.9K | 0.17% | 99 |
|
|
2024
Q3 | $1.31M | Buy |
12,931
+395
| +3% | +$40K | 0.21% | 89 |
|
|
2024
Q2 | $1.21M | Buy |
+12,536
| New | +$1.21M | 0.15% | 129 |
|
|
2024
Q1 | – | Sell |
-14,732
| Closed | -$1.46M | – | 559 |
|
|
2023
Q4 | $1.46M | Buy |
14,732
+9,119
| +162% | +$906K | 0.24% | 86 |
|
|
2023
Q3 | $528K | Sell |
5,613
-11,022
| -66% | -$1.04M | 0.16% | 151 |
|
|
2023
Q2 | $1.63M | Buy |
+16,635
| New | +$1.63M | 0.26% | 80 |
|