SageView Advisory 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 | $326M | Sell |
3,311,083
-80,157
| -2% | -$7.88M | 12.31% | 1 |
|
|
2025
Q1 | $335M | Buy |
3,391,240
+247,247
| +8% | +$24.5M | 14.3% | 1 |
|
|
2024
Q4 | $305M | Buy |
3,143,993
+369,596
| +13% | +$35.8M | 13.11% | 1 |
|
|
2024
Q3 | $281M | Buy |
+2,774,397
| New | +$281M | 14.26% | 1 |
|
|
2024
Q2 | – | Sell |
-5,392
| Closed | -$501K | – | 1 |
|
|
2024
Q1 | $501K | Buy |
+5,392
| New | +$501K | 0.03% | 322 |
|
|
2023
Q4 | – | Sell |
-2,343,698
| Closed | -$220M | – | 1 |
|
|
2023
Q3 | $220M | Buy |
2,343,698
+209,931
| +10% | +$19.7M | 12.63% | 1 |
|
|
2023
Q2 | $209M | Buy |
2,133,767
+323,893
| +18% | +$31.7M | 11.64% | 1 |
|
|
2023
Q1 | $180M | Buy |
1,809,874
+475,945
| +36% | +$47.4M | 11.5% | 1 |
|
|
2022
Q4 | $129M | Buy |
+1,333,929
| New | +$129M | 10.51% | 1 |
|