Rinkey Investments’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 | $1.01M | Buy |
10,184
+198
| +2% | +$19.6K | 0.3% | 48 |
|
|
2025
Q1 | $988K | Buy |
9,986
+1,399
| +16% | +$138K | 0.31% | 41 |
|
|
2024
Q4 | $832K | Buy |
8,587
+82
| +1% | +$7.95K | 0.27% | 45 |
|
|
2024
Q3 | $861K | Sell |
8,505
-446
| -5% | -$45.2K | 0.28% | 39 |
|
|
2024
Q2 | $869K | Sell |
8,951
-10,509
| -54% | -$1.02M | 0.31% | 35 |
|
|
2024
Q1 | $1.91M | Buy |
19,460
+3,370
| +21% | +$330K | 0.69% | 23 |
|
|
2023
Q4 | $1.6M | Buy |
16,090
+11,264
| +233% | +$1.12M | 0.63% | 25 |
|
|
2023
Q3 | $454K | Sell |
4,826
-1,162
| -19% | -$109K | 0.21% | 30 |
|
|
2023
Q2 | $587K | Buy |
5,988
+3,067
| +105% | +$300K | 0.27% | 29 |
|
|
2023
Q1 | $291K | Buy |
2,921
+19
| +0.7% | +$1.89K | 0.15% | 42 |
|
|
2022
Q4 | $281K | Sell |
2,902
-8,073
| -74% | -$783K | 0.17% | 40 |
|
|
2022
Q3 | $1.06M | Hold |
10,975
| – | – | 0.8% | 19 |
|
|
2022
Q2 | $1.14M | Sell |
10,975
-1,023
| -9% | -$106K | 1.01% | 17 |
|
|
2022
Q1 | $1.23M | Sell |
11,998
-176
| -1% | -$18K | 1.21% | 16 |
|
|
2021
Q4 | $1.37M | Buy |
+12,174
| New | +$1.37M | 1.26% | 17 |
|