PCG
Prosperity Consulting Group’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 | $37.5M | Sell |
378,434
-19,333
| -5% | -$1.92M | 2.74% | 4 |
|
|
2025
Q1 | $39.3M | Sell |
397,767
-47,855
| -11% | -$4.73M | 3.04% | 4 |
|
|
2024
Q4 | $43.2M | Sell |
445,622
-31,271
| -7% | -$3.03M | 3.25% | 3 |
|
|
2024
Q3 | $48.3M | Buy |
476,893
+15,850
| +3% | +$1.61M | 3.77% | 3 |
|
|
2024
Q2 | $44.8M | Sell |
461,043
-116,957
| -20% | -$11.4M | 6.07% | 2 |
|
|
2024
Q1 | $56.6M | Buy |
578,000
+527,100
| +1,036% | +$51.6M | 7.1% | 1 |
|
|
2023
Q4 | $5.05M | Buy |
50,900
+26,613
| +110% | +$2.64M | 1.69% | 13 |
|
|
2023
Q3 | $2.28M | Buy |
+24,287
| New | +$2.28M | 1.05% | 27 |
|