SAI
Savvy Advisors Inc’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 | $30.9M | Buy |
311,642
+261,662
| +524% | +$26M | 2.06% | 10 |
|
|
2025
Q1 | $4.94M | Buy |
49,980
+7,492
| +18% | +$741K | 0.5% | 38 |
|
|
2024
Q4 | $4.12M | Buy |
42,488
+8,045
| +23% | +$780K | 0.5% | 34 |
|
|
2024
Q3 | $3.49M | Sell |
34,443
-4,426
| -11% | -$448K | 0.71% | 25 |
|
|
2024
Q2 | $3.77M | Buy |
38,869
+22,523
| +138% | +$2.19M | 1.23% | 15 |
|
|
2024
Q1 | $1.6M | Buy |
16,346
+3,825
| +31% | +$375K | 0.92% | 19 |
|
|
2023
Q4 | $1.24M | Buy |
+12,521
| New | +$1.24M | 1.21% | 13 |
|