Sage Financial Group’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 | $860K | Sell |
8,667
-8,019
| -48% | -$795K | 0.06% | 52 |
|
|
2025
Q1 | $1.65M | Buy |
16,686
+208
| +1% | +$20.6K | 0.13% | 43 |
|
|
2024
Q4 | $1.6M | Buy |
16,478
+700
| +4% | +$67.8K | 0.13% | 45 |
|
|
2024
Q3 | $1.6M | Buy |
15,778
+1,163
| +8% | +$118K | 0.13% | 47 |
|
|
2024
Q2 | $1.42M | Buy |
14,615
+2,612
| +22% | +$254K | 0.12% | 47 |
|
|
2024
Q1 | $1.18M | Sell |
12,003
-31
| -0.3% | -$3.04K | 0.11% | 48 |
|
|
2023
Q4 | $1.19M | Buy |
12,034
+5,744
| +91% | +$570K | 0.12% | 48 |
|
|
2023
Q3 | $592K | Sell |
6,290
-4,632
| -42% | -$436K | 0.07% | 55 |
|
|
2023
Q2 | $1.07M | Buy |
10,922
+4,445
| +69% | +$435K | 0.11% | 46 |
|
|
2023
Q1 | $645K | Buy |
6,477
+1,515
| +31% | +$151K | 0.07% | 52 |
|
|
2022
Q4 | $481K | Buy |
+4,962
| New | +$481K | 0.06% | 61 |
|
|
2022
Q3 | – | Sell |
-5,042
| Closed | -$513K | – | 89 |
|
|
2022
Q2 | $513K | Buy |
+5,042
| New | +$513K | 0.07% | 56 |
|