Plan Group 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 | – | Sell |
-4,209
| Closed | -$416K | – | 160 |
|
|
2025
Q1 | $416K | Buy |
4,209
+254
| +6% | +$25.1K | 0.15% | 107 |
|
|
2024
Q4 | $383K | Sell |
3,955
-271
| -6% | -$26.3K | 0.2% | 79 |
|
|
2024
Q3 | $428K | Buy |
+4,226
| New | +$428K | 0.23% | 73 |
|
|
2024
Q2 | – | Sell |
-8,636
| Closed | -$846K | – | 100 |
|
|
2024
Q1 | $846K | Buy |
8,636
+3,085
| +56% | +$302K | 0.56% | 37 |
|
|
2023
Q4 | $551K | Buy |
+5,551
| New | +$551K | 0.48% | 36 |
|