SFS
Security Financial Services’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 | $2.79M | Sell |
28,087
-959
| -3% | -$95.1K | 0.49% | 45 |
|
|
2025
Q1 | $2.87M | Sell |
29,046
-9,660
| -25% | -$956K | 0.57% | 40 |
|
|
2024
Q4 | $3.75M | Sell |
38,706
-3,032
| -7% | -$294K | 0.76% | 31 |
|
|
2024
Q3 | $4.23M | Sell |
41,738
-2,204
| -5% | -$223K | 0.86% | 27 |
|
|
2024
Q2 | $4.27M | Sell |
43,942
-16,813
| -28% | -$1.63M | 0.93% | 28 |
|
|
2024
Q1 | $5.95M | Sell |
60,755
-719
| -1% | -$70.4K | 1.34% | 22 |
|
|
2023
Q4 | $6.1M | Buy |
61,474
+11,427
| +23% | +$1.13M | 1.5% | 21 |
|
|
2023
Q3 | $4.71M | Sell |
50,047
-17,040
| -25% | -$1.6M | 1.33% | 21 |
|
|
2023
Q2 | $6.57M | Sell |
67,087
-1,631
| -2% | -$160K | 1.86% | 13 |
|
|
2023
Q1 | $6.85M | Sell |
68,718
-7,853
| -10% | -$782K | 2.08% | 13 |
|
|
2022
Q4 | $7.43M | Sell |
76,571
-22,391
| -23% | -$2.17M | 2.3% | 9 |
|
|
2022
Q3 | $9.53M | Buy |
98,962
+6,810
| +7% | +$656K | 3.25% | 4 |
|
|
2022
Q2 | $9.37M | Buy |
92,152
+52,436
| +132% | +$5.33M | 2.99% | 5 |
|
|
2022
Q1 | $4.25M | Buy |
39,716
+20,825
| +110% | +$2.23M | 1.35% | 20 |
|
|
2021
Q4 | $2.16M | Buy |
+18,891
| New | +$2.16M | 0.72% | 36 |
|