Orin Green Financial’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 | $861K | Buy |
8,675
+582
| +7% | +$57.7K | 0.36% | 42 |
|
|
2025
Q1 | $787K | Buy |
+8,093
| New | +$787K | 0.37% | 38 |
|
|
2024
Q4 | – | Sell |
-7,670
| Closed | -$777K | – | 43 |
|
|
2024
Q3 | $777K | Hold |
7,670
| – | – | 0.33% | 43 |
|
|
2024
Q2 | $745K | Buy |
+7,670
| New | +$745K | 0.34% | 41 |
|
|
2024
Q1 | – | Sell |
-7,554
| Closed | -$750K | – | 40 |
|
|
2023
Q4 | $750K | Sell |
7,554
-229
| -3% | -$22.7K | 0.37% | 40 |
|
|
2023
Q3 | $732K | Buy |
7,783
+629
| +9% | +$59.2K | 0.41% | 38 |
|
|
2023
Q2 | $701K | Sell |
7,154
-153
| -2% | -$15K | 0.37% | 40 |
|
|
2023
Q1 | $728K | Sell |
7,307
-568
| -7% | -$56.6K | 0.39% | 38 |
|
|
2022
Q4 | $764K | Sell |
7,875
-8,830
| -53% | -$856K | 0.45% | 36 |
|
|
2022
Q3 | $1.61M | Hold |
16,705
| – | – | 1.05% | 20 |
|
|
2022
Q2 | $1.7M | Buy |
16,705
+10,565
| +172% | +$1.08M | 1.06% | 20 |
|
|
2022
Q1 | $658K | Hold |
6,140
| – | – | 0.43% | 39 |
|
|
2021
Q4 | $672K | Sell |
6,140
-1,101
| -15% | -$121K | 0.49% | 36 |
|
|
2021
Q3 | $831K | Buy |
7,241
+23
| +0.3% | +$2.64K | 0.58% | 34 |
|
|
2021
Q2 | $832K | Buy |
7,218
+2,585
| +56% | +$298K | 0.59% | 32 |
|
|
2021
Q1 | $527K | Sell |
4,633
-2,519
| -35% | -$287K | 0.43% | 39 |
|
|
2020
Q4 | $845K | Buy |
+7,152
| New | +$845K | 0.67% | 31 |
|