Romano Brothers & Co’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 | $342K | Hold |
3,446
| – | – | 0.04% | 255 |
|
|
2025
Q1 | $341K | Buy |
3,446
+75
| +2% | +$7.42K | 0.04% | 252 |
|
|
2024
Q4 | $327K | Sell |
3,371
-820
| -20% | -$79.5K | 0.04% | 252 |
|
|
2024
Q3 | $424K | Buy |
4,191
+150
| +4% | +$15.2K | 0.05% | 224 |
|
|
2024
Q2 | $392K | Buy |
4,041
+282
| +8% | +$27.4K | 0.05% | 228 |
|
|
2024
Q1 | $368K | Sell |
3,759
-100
| -3% | -$9.79K | 0.05% | 239 |
|
|
2023
Q4 | $383K | Sell |
3,859
-1,559
| -29% | -$155K | 0.06% | 222 |
|
|
2023
Q3 | $510K | Buy |
5,418
+64
| +1% | +$6.02K | 0.08% | 202 |
|
|
2023
Q2 | $524K | Sell |
5,354
-483
| -8% | -$47.3K | 0.08% | 202 |
|
|
2023
Q1 | $582K | Sell |
5,837
-17
| -0.3% | -$1.69K | 0.09% | 190 |
|
|
2022
Q4 | $568K | Sell |
5,854
-400
| -6% | -$38.8K | 0.09% | 189 |
|
|
2022
Q3 | $602K | Buy |
+6,254
| New | +$602K | 0.1% | 177 |
|