Penney 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 | $3.98M | Buy |
40,166
+30,202
| +303% | +$3M | 2.03% | 13 |
|
|
2025
Q1 | $986K | Buy |
9,964
+685
| +7% | +$67.8K | 0.65% | 15 |
|
|
2024
Q4 | $899K | Buy |
9,279
+398
| +4% | +$38.6K | 0.6% | 15 |
|
|
2024
Q3 | $899K | Sell |
8,881
-412
| -4% | -$41.7K | 0.61% | 15 |
|
|
2024
Q2 | $902K | Sell |
9,293
-397
| -4% | -$38.5K | 0.66% | 15 |
|
|
2024
Q1 | $949K | Sell |
9,690
-941
| -9% | -$92.2K | 0.7% | 14 |
|
|
2023
Q4 | $1.06M | Buy |
+10,631
| New | +$1.06M | 0.87% | 15 |
|