Sandy Cove Advisors’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 | $14.9M | Buy |
150,060
+1,178
| +0.8% | +$117K | 5.38% | 3 |
|
|
2025
Q1 | $14.7M | Buy |
148,882
+3,107
| +2% | +$307K | 5.92% | 3 |
|
|
2024
Q4 | $14.1M | Buy |
145,775
+3,513
| +2% | +$340K | 5.55% | 4 |
|
|
2024
Q3 | $14.4M | Buy |
142,262
+42,349
| +42% | +$4.29M | 5.88% | 3 |
|
|
2024
Q2 | $9.7M | Buy |
99,913
+9,479
| +10% | +$920K | 4.32% | 7 |
|
|
2024
Q1 | $8.86M | Buy |
90,434
+7,566
| +9% | +$741K | 4.08% | 6 |
|
|
2023
Q4 | $8.22M | Buy |
82,868
+5,751
| +7% | +$571K | 4.21% | 6 |
|
|
2023
Q3 | $7.25M | Sell |
77,117
-2,980
| -4% | -$280K | 4.2% | 7 |
|
|
2023
Q2 | $7.85M | Buy |
+80,097
| New | +$7.85M | 4.46% | 6 |
|