Sharp Financial Services’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 | $11.5M | Buy |
115,935
+16,246
| +16% | +$1.61M | 7.42% | 4 |
|
|
2025
Q1 | $9.86M | Sell |
99,689
-1,764
| -2% | -$174K | 7.55% | 4 |
|
|
2024
Q4 | $9.83M | Buy |
101,453
+10,218
| +11% | +$990K | 7.46% | 2 |
|
|
2024
Q3 | $9.24M | Buy |
91,235
+8,052
| +10% | +$815K | 7.13% | 2 |
|
|
2024
Q2 | $8.07M | Buy |
83,183
+5,812
| +8% | +$564K | 6.93% | 2 |
|
|
2024
Q1 | $7.58M | Buy |
77,371
+9,035
| +13% | +$885K | 7.05% | 2 |
|
|
2023
Q4 | $6.78M | Buy |
+68,336
| New | +$6.78M | 7.36% | 2 |
|