PrairieView Partners’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 | $636K | Buy |
6,412
+457
| +8% | +$45.3K | 0.06% | 83 |
|
|
2025
Q1 | $589K | Buy |
5,955
+152
| +3% | +$15K | 0.06% | 81 |
|
|
2024
Q4 | $562K | Buy |
5,803
+2,516
| +77% | +$244K | 0.06% | 83 |
|
|
2024
Q3 | $332K | Sell |
3,287
-267
| -8% | -$27K | 0.03% | 103 |
|
|
2024
Q2 | $344K | Buy |
3,554
+310
| +10% | +$30K | 0.04% | 107 |
|
|
2024
Q1 | $318K | Buy |
3,244
+1,317
| +68% | +$129K | 0.04% | 97 |
|
|
2023
Q4 | $191K | Buy |
1,927
+70
| +4% | +$6.94K | 0.02% | 110 |
|
|
2023
Q3 | $174K | Sell |
1,857
-409
| -18% | -$38.3K | 0.02% | 112 |
|
|
2023
Q2 | $221K | Sell |
2,266
-458
| -17% | -$44.7K | 0.03% | 108 |
|
|
2023
Q1 | $271K | Buy |
2,724
+957
| +54% | +$95.2K | 0.04% | 95 |
|
|
2022
Q4 | $171K | Buy |
1,767
+67
| +4% | +$6.48K | 0.03% | 114 |
|
|
2022
Q3 | $164K | Buy |
1,700
+14
| +0.8% | +$1.35K | 0.03% | 106 |
|
|
2022
Q2 | $171K | Buy |
1,686
+74
| +5% | +$7.51K | 0.03% | 108 |
|
|
2022
Q1 | $173K | Buy |
1,612
+441
| +38% | +$47.3K | 0.02% | 115 |
|
|
2021
Q4 | $134K | Buy |
1,171
+180
| +18% | +$20.6K | 0.02% | 122 |
|
|
2021
Q3 | $114K | Buy |
991
+26
| +3% | +$2.99K | 0.02% | 129 |
|
|
2021
Q2 | $111K | Buy |
965
+55
| +6% | +$6.33K | 0.02% | 126 |
|
|
2021
Q1 | $104K | Buy |
910
+424
| +87% | +$48.5K | 0.02% | 126 |
|
|
2020
Q4 | $57K | Buy |
486
+467
| +2,458% | +$54.8K | 0.01% | 146 |
|
|
2020
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 273 |
|
|
2020
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 268 |
|