Silver Oak Advisory Group’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 | $229K | Hold |
2,319
| – | – | 0.11% | 67 |
|
|
2025
Q1 | $229K | Hold |
2,319
| – | – | 0.12% | 58 |
|
|
2024
Q4 | $224K | Hold |
2,319
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $234K | Hold |
2,319
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $225K | Hold |
2,319
| – | – | 0.13% | 59 |
|
|
2024
Q1 | $228K | Hold |
2,319
| – | – | 0.13% | 58 |
|
|
2023
Q4 | $230K | Hold |
2,319
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $218K | Sell |
2,319
-32
| -1% | -$3.01K | 0.14% | 57 |
|
|
2023
Q2 | $230K | Buy |
2,351
+32
| +1% | +$3.13K | 0.15% | 51 |
|
|
2023
Q1 | $231K | Hold |
2,319
| – | – | 0.16% | 51 |
|
|
2022
Q4 | $224K | Buy |
2,319
+2
| +0.1% | +$193 | 0.16% | 52 |
|
|
2022
Q3 | $223K | Buy |
2,317
+2
| +0.1% | +$192 | 0.17% | 47 |
|
|
2022
Q2 | $235K | Buy |
2,315
+390
| +20% | +$39.6K | 0.17% | 50 |
|
|
2022
Q1 | $206K | Hold |
1,925
| – | – | 0.13% | 54 |
|
|
2021
Q4 | $220K | Buy |
+1,925
| New | +$220K | 0.14% | 58 |
|