Scott Capital 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 | $245K | Sell |
2,484
-307
| -11% | -$30.2K | 0.07% | 46 |
|
|
2025
Q1 | $276K | Buy |
2,791
+21
| +0.8% | +$2.08K | 0.08% | 43 |
|
|
2024
Q4 | $265K | Buy |
2,770
+217
| +8% | +$20.8K | 0.08% | 43 |
|
|
2024
Q3 | $259K | Buy |
2,553
+44
| +2% | +$4.46K | 0.07% | 46 |
|
|
2024
Q2 | $245K | Buy |
2,509
+306
| +14% | +$29.8K | 0.07% | 47 |
|
|
2024
Q1 | $213K | Sell |
2,203
-626
| -22% | -$60.7K | 0.07% | 49 |
|
|
2023
Q4 | $281K | Buy |
2,829
+219
| +8% | +$21.7K | 0.09% | 42 |
|
|
2023
Q3 | $243K | Buy |
+2,610
| New | +$243K | 0.1% | 43 |
|
|
2022
Q2 | – | Sell |
-12,608
| Closed | -$1.35M | – | 41 |
|
|
2022
Q1 | $1.35M | Buy |
12,608
+10,457
| +486% | +$1.12M | 0.79% | 14 |
|
|
2021
Q4 | $245K | Buy |
+2,151
| New | +$245K | 0.15% | 33 |
|