SMA
Sage Mountain Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
13,398
-1,256
| -9% | -$125K | 0.09% | 110 |
|
|
2025
Q1 | $1.45M | Buy |
14,654
+1,341
| +10% | +$133K | 0.11% | 86 |
|
|
2024
Q4 | $1.29M | Buy |
13,313
+3,760
| +39% | +$364K | 0.09% | 95 |
|
|
2024
Q3 | $967K | Buy |
9,553
+3,010
| +46% | +$305K | 0.08% | 112 |
|
|
2024
Q2 | $635K | Buy |
6,543
+685
| +12% | +$66.5K | 0.06% | 141 |
|
|
2024
Q1 | $574K | Buy |
5,858
+4,660
| +389% | +$456K | 0.06% | 141 |
|
|
2023
Q4 | $119K | Buy |
+1,198
| New | +$119K | 0.01% | 285 |
|
|
2021
Q1 | – | Sell |
-1,458
| Closed | -$172K | – | 461 |
|
|
2020
Q4 | $172K | Buy |
+1,458
| New | +$172K | 0.06% | 187 |
|