PFA
Professional Financial Advisors’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 | $67M | Buy |
675,358
+6,484
| +1% | +$643K | 15.54% | 2 |
|
2025
Q1 | $66.2M | Buy |
668,874
+4,138
| +0.6% | +$409K | 16.8% | 2 |
|
2024
Q4 | $64.4M | Buy |
664,736
+8,242
| +1% | +$799K | 16.5% | 2 |
|
2024
Q3 | $66.5M | Buy |
656,494
+5,896
| +0.9% | +$597K | 17.23% | 2 |
|
2024
Q2 | $63.2M | Buy |
650,598
+5,823
| +0.9% | +$565K | 17.44% | 2 |
|
2024
Q1 | $63.1M | Buy |
644,775
+3,688
| +0.6% | +$361K | 18.07% | 2 |
|
2023
Q4 | $63.6M | Buy |
641,087
+536,628
| +514% | +$53.3M | 21.06% | 2 |
|
2023
Q3 | $9.82M | Buy |
+104,459
| New | +$9.82M | 4.45% | 3 |
|
2022
Q1 | – | Sell |
-2,303
| Closed | -$263K | – | 470 |
|
2021
Q4 | $263K | Buy |
+2,303
| New | +$263K | 0.11% | 92 |
|