PCS
Private Client Services’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 | $3.77M | Buy |
38,052
+15,441
| +68% | +$1.53M | 1.47% | 14 |
|
|
2025
Q1 | $2.24M | Buy |
22,611
+7,308
| +48% | +$723K | 1.11% | 24 |
|
|
2024
Q4 | $1.48M | Sell |
15,303
-3,298
| -18% | -$320K | 0.8% | 34 |
|
|
2024
Q3 | $1.88M | Buy |
18,601
+3,018
| +19% | +$306K | 1.01% | 30 |
|
|
2024
Q2 | $1.51M | Buy |
15,583
+639
| +4% | +$62K | 0.95% | 33 |
|
|
2024
Q1 | $1.46M | Buy |
14,944
+2,645
| +22% | +$259K | 0.98% | 34 |
|
|
2023
Q4 | $1.22M | Buy |
+12,299
| New | +$1.22M | 1% | 26 |
|