Patten & Patten’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 | $653K | Buy |
6,580
+16
| +0.2% | +$1.59K | 0.04% | 205 |
|
|
2025
Q1 | $649K | Buy |
6,564
+9
| +0.1% | +$890 | 0.04% | 202 |
|
|
2024
Q4 | $635K | Sell |
6,555
-231
| -3% | -$22.4K | 0.04% | 200 |
|
|
2024
Q3 | $687K | Sell |
6,786
-36
| -0.5% | -$3.65K | 0.05% | 195 |
|
|
2024
Q2 | $662K | Sell |
6,822
-354
| -5% | -$34.4K | 0.05% | 190 |
|
|
2024
Q1 | $703K | Buy |
+7,176
| New | +$703K | 0.05% | 191 |
|