Sierra Capital’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 | $1.8M | Buy |
18,094
+2,851
| +19% | +$283K | 0.21% | 97 |
|
|
2025
Q1 | $1.51M | Buy |
15,243
+4,344
| +40% | +$430K | 0.18% | 98 |
|
|
2024
Q4 | $1.06M | Buy |
10,899
+74
| +0.7% | +$7.17K | 0.13% | 114 |
|
|
2024
Q3 | $1.1M | Sell |
10,825
-21,533
| -67% | -$2.18M | 0.13% | 117 |
|
|
2024
Q2 | $3.14M | Sell |
32,358
-14,861
| -31% | -$1.44M | 0.42% | 60 |
|
|
2024
Q1 | $4.63M | Sell |
47,219
-374
| -0.8% | -$36.6K | 0.61% | 47 |
|
|
2023
Q4 | $4.72M | Buy |
47,593
+4,698
| +11% | +$466K | 0.69% | 43 |
|
|
2023
Q3 | $4.03M | Buy |
42,895
+1,323
| +3% | +$124K | 0.65% | 45 |
|
|
2023
Q2 | $4.07M | Buy |
41,572
+5,734
| +16% | +$562K | 0.64% | 45 |
|
|
2023
Q1 | $3.57M | Buy |
35,838
+9,666
| +37% | +$963K | 0.58% | 48 |
|
|
2022
Q4 | $2.54M | Buy |
26,172
+24,409
| +1,385% | +$2.37M | 0.43% | 53 |
|
|
2022
Q3 | $170K | Buy |
1,763
+430
| +32% | +$41.5K | 0.03% | 189 |
|
|
2022
Q2 | $135K | Buy |
1,333
+334
| +33% | +$33.8K | 0.02% | 240 |
|
|
2022
Q1 | $107K | Sell |
999
-12,600
| -93% | -$1.35M | 0.02% | 277 |
|
|
2021
Q4 | $1.55M | Buy |
13,599
+504
| +4% | +$57.5K | 0.23% | 93 |
|
|
2021
Q3 | $1.5M | Buy |
13,095
+480
| +4% | +$55K | 0.25% | 93 |
|
|
2021
Q2 | $1.46M | Hold |
12,615
| – | – | 0.27% | 93 |
|
|
2021
Q1 | $1.44M | Buy |
+12,615
| New | +$1.44M | 0.27% | 87 |
|