Paladin Advisory 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 | $18.7K | Hold |
189
| – | – | 0.01% | 178 |
|
|
2025
Q1 | $18.7K | Sell |
189
-438
| -70% | -$43.3K | 0.02% | 184 |
|
|
2024
Q4 | $60.8K | Sell |
627
-57
| -8% | -$5.52K | 0.05% | 139 |
|
|
2024
Q3 | $69.3K | Buy |
684
+15
| +2% | +$1.52K | 0.05% | 135 |
|
|
2024
Q2 | $64.4K | Buy |
669
+122
| +22% | +$11.7K | 0.05% | 131 |
|
|
2024
Q1 | $53K | Buy |
547
+45
| +9% | +$4.36K | 0.04% | 142 |
|
|
2023
Q4 | $49.8K | Sell |
502
-2,812
| -85% | -$279K | 0.04% | 143 |
|
|
2023
Q3 | $312K | Sell |
3,314
-1,769
| -35% | -$166K | 0.26% | 66 |
|
|
2023
Q2 | $498K | Buy |
5,083
+1,080
| +27% | +$106K | 0.4% | 49 |
|
|
2023
Q1 | $399K | Buy |
+4,003
| New | +$399K | 0.33% | 59 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 10 |
|
|
2022
Q2 | – | Sell |
-690
| Closed | -$73K | – | 10 |
|
|
2022
Q1 | $73K | Buy |
+690
| New | +$73K | 0.06% | 145 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 9 |
|