Sheridan Capital Management’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 | $18M | Buy |
181,491
+375
| +0.2% | +$37.2K | 12.42% | 2 |
|
|
2025
Q1 | $17.9M | Buy |
181,116
+824
| +0.5% | +$81.5K | 13.05% | 3 |
|
|
2024
Q4 | $17.5M | Buy |
180,292
+63
| +0% | +$6.11K | 12.27% | 3 |
|
|
2024
Q3 | $18.3M | Sell |
180,229
-875
| -0.5% | -$88.6K | 12.9% | 3 |
|
|
2024
Q2 | $17.4M | Sell |
181,104
-2,794
| -2% | -$269K | 12.96% | 2 |
|
|
2024
Q1 | $18M | Sell |
183,898
-3,616
| -2% | -$354K | 13.58% | 2 |
|
|
2023
Q4 | $18.6M | Buy |
+187,514
| New | +$18.6M | 15.02% | 2 |
|