Sandbox Financial Partners’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 | $281K | Buy |
+2,832
| New | +$281K | 0.09% | 95 |
|
|
2022
Q4 | – | Sell |
-4,161
| Closed | -$401K | – | 91 |
|
|
2022
Q3 | $401K | Sell |
4,161
-169
| -4% | -$16.3K | 0.29% | 48 |
|
|
2022
Q2 | $440K | Sell |
4,330
-729
| -14% | -$74.1K | 0.31% | 45 |
|
|
2022
Q1 | $542K | Sell |
5,059
-1,302
| -20% | -$139K | 0.31% | 39 |
|
|
2021
Q4 | $726K | Sell |
6,361
-6,938
| -52% | -$792K | 0.46% | 28 |
|
|
2021
Q3 | $1.53M | Buy |
13,299
+4,194
| +46% | +$482K | 1.09% | 18 |
|
|
2021
Q2 | $1.05M | Sell |
9,105
-2,079
| -19% | -$240K | 0.78% | 24 |
|
|
2021
Q1 | $1.28M | Sell |
11,184
-3,077
| -22% | -$351K | 1.04% | 20 |
|
|
2020
Q4 | $1.69M | Buy |
+14,261
| New | +$1.69M | 1.54% | 13 |
|