PS
Principal Securities’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
1,207,095
+154,690
| +15% | +$15.3M | 2.25% | 4 |
|
|
2025
Q1 | $102M | Buy |
1,052,405
+9,421
| +0.9% | +$913K | 2.28% | 2 |
|
|
2024
Q4 | $101M | Buy |
1,042,984
+46,657
| +5% | +$4.52M | 2.28% | 2 |
|
|
2024
Q3 | $101M | Buy |
996,327
+301
| +0% | +$30.5K | 2.44% | 4 |
|
|
2024
Q2 | $96.7M | Buy |
996,026
+59,002
| +6% | +$5.73M | 2.66% | 4 |
|
|
2024
Q1 | $91.8M | Sell |
937,024
-96,598
| -9% | -$9.46M | 2.86% | 4 |
|
|
2023
Q4 | $103M | Buy |
+1,033,622
| New | +$103M | 3.82% | 1 |
|