Semmax Financial 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 | $3.06K | Sell |
31
-589
| -95% | -$58K | ﹤0.01% | 326 |
|
|
2025
Q1 | $60.7K | Buy |
620
+590
| +1,967% | +$57.7K | 0.02% | 158 |
|
|
2024
Q4 | $2.95K | Hold |
30
| – | – | ﹤0.01% | 277 |
|
|
2024
Q3 | $2.93K | Hold |
30
| – | – | ﹤0.01% | 276 |
|
|
2024
Q2 | $2.98K | Buy |
30
+1
| +3% | +$99 | ﹤0.01% | 307 |
|
|
2024
Q1 | $2.84K | Hold |
29
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $2.82K | Buy |
29
+1
| +4% | +$97 | ﹤0.01% | 288 |
|
|
2023
Q3 | $2.64K | Buy |
+28
| New | +$2.64K | ﹤0.01% | 263 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 282 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 227 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 229 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 253 |
|
|
2020
Q3 | – | Sell |
-469
| Closed | -$55K | – | 244 |
|
|
2020
Q2 | $55K | Hold |
469
| – | – | 0.03% | 107 |
|
|
2020
Q1 | $54K | Hold |
469
| – | – | 0.03% | 107 |
|
|
2019
Q4 | $53K | Hold |
469
| – | – | 0.03% | 111 |
|
|
2019
Q3 | $53K | Hold |
469
| – | – | 0.03% | 112 |
|
|
2019
Q2 | $52K | Sell |
469
-733
| -61% | -$81.3K | 0.03% | 116 |
|
|
2019
Q1 | $131K | Buy |
1,202
+88
| +8% | +$9.59K | 0.09% | 150 |
|
|
2018
Q4 | $119K | Buy |
+1,114
| New | +$119K | 0.09% | 143 |
|