PSI Advisors’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 | $320K | Buy |
3,227
+2,548
| +375% | +$253K | 0.16% | 77 |
|
|
2025
Q1 | $67.2K | Sell |
679
-540
| -44% | -$53.4K | 0.02% | 205 |
|
|
2024
Q4 | $118K | Sell |
1,219
-305
| -20% | -$29.5K | 0.04% | 168 |
|
|
2024
Q3 | $154K | Buy |
1,524
+1
| +0.1% | +$101 | 0.05% | 145 |
|
|
2024
Q2 | $148K | Sell |
1,523
-293
| -16% | -$28.4K | 0.05% | 148 |
|
|
2024
Q1 | $178K | Buy |
1,816
+20
| +1% | +$1.96K | 0.06% | 136 |
|
|
2023
Q4 | $178K | Buy |
1,796
+502
| +39% | +$49.8K | 0.07% | 138 |
|
|
2023
Q3 | $122K | Buy |
1,294
+80
| +7% | +$7.52K | 0.05% | 163 |
|
|
2023
Q2 | $119K | Buy |
1,214
+332
| +38% | +$32.5K | 0.05% | 155 |
|
|
2023
Q1 | $87.9K | Buy |
882
+50
| +6% | +$4.98K | 0.04% | 167 |
|
|
2022
Q4 | $80.7K | Hold |
832
| – | – | 0.04% | 170 |
|
|
2022
Q3 | $80K | Buy |
832
+167
| +25% | +$16.1K | 0.04% | 175 |
|
|
2022
Q2 | $68K | Sell |
665
-224
| -25% | -$22.9K | 0.03% | 209 |
|
|
2022
Q1 | $95K | Sell |
889
-276
| -24% | -$29.5K | 0.04% | 203 |
|
|
2021
Q4 | $133K | Buy |
1,165
+11
| +1% | +$1.26K | 0.05% | 177 |
|
|
2021
Q3 | $133K | Buy |
+1,154
| New | +$133K | 0.06% | 168 |
|
|
2020
Q1 | – | Sell |
-1,206
| Closed | -$135K | – | 121 |
|
|
2019
Q4 | $135K | Buy |
+1,206
| New | +$135K | 0.09% | 160 |
|