Resurgent Financial 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 | $434K | Sell |
4,378
-1,052
| -19% | -$104K | 0.24% | 119 |
|
|
2025
Q1 | $537K | Buy |
5,430
+14
| +0.3% | +$1.39K | 0.32% | 85 |
|
|
2024
Q4 | $525K | Sell |
5,416
-5,486
| -50% | -$532K | 0.31% | 95 |
|
|
2024
Q3 | $1.1M | Sell |
10,902
-414
| -4% | -$41.9K | 0.65% | 41 |
|
|
2024
Q2 | $1.1M | Sell |
11,316
-198
| -2% | -$19.2K | 0.68% | 40 |
|
|
2024
Q1 | $1.13M | Sell |
11,514
-2,101
| -15% | -$206K | 0.6% | 43 |
|
|
2023
Q4 | $1.35M | Buy |
13,615
+9,299
| +215% | +$923K | 0.83% | 27 |
|
|
2023
Q3 | $406K | Buy |
4,316
+147
| +4% | +$13.8K | 0.28% | 90 |
|
|
2023
Q2 | $408K | Buy |
4,169
+442
| +12% | +$43.3K | 0.27% | 86 |
|
|
2023
Q1 | $371K | Sell |
3,727
-2,190
| -37% | -$218K | 0.25% | 91 |
|
|
2022
Q4 | $574K | Buy |
5,917
+161
| +3% | +$15.6K | 0.3% | 78 |
|
|
2022
Q3 | $555K | Sell |
5,756
-53
| -0.9% | -$5.11K | 0.37% | 80 |
|
|
2022
Q2 | $591K | Buy |
5,809
+1,402
| +32% | +$143K | 0.38% | 77 |
|
|
2022
Q1 | $472K | Buy |
4,407
+288
| +7% | +$30.8K | 0.29% | 89 |
|
|
2021
Q4 | $470K | Buy |
+4,119
| New | +$470K | 0.37% | 72 |
|