Pinnacle Financial 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 | $6.68M | Buy |
67,322
+1,602
| +2% | +$159K | 2.24% | 12 |
|
|
2025
Q1 | $6.5M | Buy |
65,720
+2,406
| +4% | +$238K | 2.36% | 12 |
|
|
2024
Q4 | $6.14M | Buy |
63,314
+7,962
| +14% | +$772K | 2.4% | 12 |
|
|
2024
Q3 | $5.61M | Buy |
55,352
+15,891
| +40% | +$1.61M | 2.2% | 14 |
|
|
2024
Q2 | $3.83M | Buy |
39,461
+1,364
| +4% | +$132K | 1.64% | 15 |
|
|
2024
Q1 | $3.73M | Buy |
38,097
+28,527
| +298% | +$2.79M | 1.64% | 15 |
|
|
2023
Q4 | $950K | Buy |
+9,570
| New | +$950K | 0.49% | 32 |
|