PFGIA
Patriot Financial Group Insurance Agency’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
39,809
+4,925
| +14% | +$489K | 0.45% | 55 |
|
|
2025
Q1 | $3.45M | Buy |
34,884
+3,161
| +10% | +$313K | 0.46% | 54 |
|
|
2024
Q4 | $3.07M | Buy |
31,723
+4,529
| +17% | +$439K | 0.41% | 56 |
|
|
2024
Q3 | $2.75M | Buy |
27,194
+1,734
| +7% | +$176K | 0.37% | 61 |
|
|
2024
Q2 | $2.47M | Sell |
25,460
-566
| -2% | -$54.9K | 0.36% | 59 |
|
|
2024
Q1 | $2.55M | Sell |
26,026
-614
| -2% | -$60.1K | 0.41% | 52 |
|
|
2023
Q4 | $2.64M | Sell |
26,640
-2,199
| -8% | -$218K | 0.5% | 42 |
|
|
2023
Q3 | $2.71M | Buy |
28,839
+1,768
| +7% | +$166K | 0.56% | 38 |
|
|
2023
Q2 | $2.65M | Buy |
27,071
+1,413
| +6% | +$138K | 0.5% | 40 |
|
|
2023
Q1 | $2.56M | Buy |
25,658
+2,098
| +9% | +$209K | 0.52% | 37 |
|
|
2022
Q4 | $2.29M | Buy |
23,560
+2,329
| +11% | +$226K | 0.31% | 36 |
|
|
2022
Q3 | $2.05M | Buy |
21,231
+4,522
| +27% | +$436K | 0.5% | 41 |
|
|
2022
Q2 | $1.7M | Sell |
16,709
-3,889
| -19% | -$395K | 0.34% | 56 |
|
|
2022
Q1 | $2.21M | Buy |
20,598
+2,944
| +17% | +$315K | 0.39% | 47 |
|
|
2021
Q4 | $2.01M | Buy |
17,654
+4,798
| +37% | +$547K | 0.33% | 53 |
|
|
2021
Q3 | $1.48M | Buy |
12,856
+1,849
| +17% | +$212K | 0.26% | 86 |
|
|
2021
Q2 | $1.27M | Buy |
11,007
+1,408
| +15% | +$162K | 0.23% | 102 |
|
|
2021
Q1 | $1.09M | Buy |
9,599
+390
| +4% | +$44.4K | 0.25% | 94 |
|
|
2020
Q4 | $1.09M | Sell |
9,209
-1,307
| -12% | -$154K | 0.27% | 84 |
|
|
2020
Q3 | $1.24M | Buy |
10,516
+751
| +8% | +$88.7K | 0.4% | 47 |
|
|
2020
Q2 | $1.15M | Buy |
9,765
+153
| +2% | +$18.1K | 0.44% | 44 |
|
|
2020
Q1 | $1.11M | Sell |
9,612
-29,236
| -75% | -$3.37M | 0.51% | 37 |
|
|
2019
Q4 | $4.37M | Buy |
38,848
+93
| +0.2% | +$10.5K | 1.64% | 8 |
|
|
2019
Q3 | $4.39M | Buy |
38,755
+16,204
| +72% | +$1.83M | 1.97% | 7 |
|
|
2019
Q2 | $2.51M | Sell |
22,551
-712
| -3% | -$79.3K | 1.08% | 12 |
|
|
2019
Q1 | $2.54M | Buy |
23,263
+4,751
| +26% | +$518K | 1.3% | 11 |
|
|
2018
Q4 | $1.97M | Buy |
18,512
+1,396
| +8% | +$149K | 1.3% | 11 |
|
|
2018
Q3 | $1.81M | Sell |
17,116
-1,718
| -9% | -$181K | 1.08% | 13 |
|
|
2018
Q2 | $2M | Buy |
18,834
+3,587
| +24% | +$381K | 2.14% | 7 |
|
|
2018
Q1 | $1.63M | Buy |
15,247
+8,366
| +122% | +$894K | 1.21% | 10 |
|
|
2017
Q4 | $752K | Buy |
6,881
+6,043
| +721% | +$660K | 0.56% | 31 |
|
|
2017
Q3 | $92K | Sell |
838
-81
| -9% | -$8.89K | 0.08% | 186 |
|
|
2017
Q2 | $100K | Sell |
919
-1,274
| -58% | -$139K | 0.1% | 159 |
|
|
2017
Q1 | $238K | Buy |
2,193
+1,134
| +107% | +$123K | 0.25% | 70 |
|
|
2016
Q4 | $115K | Buy |
+1,059
| New | +$115K | 0.16% | 128 |
|