Rothschild Investment LLC’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 | $232K | Buy |
2,339
+68
| +3% | +$6.75K | 0.01% | 473 |
|
|
2025
Q1 | $225K | Buy |
2,271
+1
| +0% | +$99 | 0.02% | 483 |
|
|
2024
Q4 | $220K | Buy |
2,270
+2
| +0.1% | +$194 | 0.01% | 482 |
|
|
2024
Q3 | $230K | Buy |
2,268
+20
| +0.9% | +$2.03K | 0.02% | 485 |
|
|
2024
Q2 | $218K | Buy |
2,248
+1
| +0% | +$97 | 0.02% | 475 |
|
|
2024
Q1 | $220K | Buy |
2,247
+1
| +0% | +$98 | 0.02% | 446 |
|
|
2023
Q4 | $223K | Buy |
+2,246
| New | +$223K | 0.02% | 393 |
|