Plancorp LLC’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
Q1 | – | Sell |
-2,528
| Closed | -$245K | – | 363 |
|
|
2024
Q4 | $245K | Buy |
+2,528
| New | +$245K | 0.01% | 277 |
|
|
2015
Q4 | – | Sell |
-5,046
| Closed | -$553K | – | 78 |
|
|
2015
Q3 | $553K | Buy |
+5,046
| New | +$553K | 0.5% | 45 |
|
|
2015
Q2 | – | Sell |
-4,146
| Closed | -$462K | – | 77 |
|
|
2015
Q1 | $462K | Buy |
+4,146
| New | +$462K | 0.46% | 52 |
|