SJS Investment Consulting’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 | $21.1K | Hold |
213
| – | – | ﹤0.01% | 273 |
|
|
2025
Q1 | $21.1K | Hold |
213
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $20.6K | Hold |
213
| – | – | ﹤0.01% | 275 |
|
|
2024
Q3 | $21.6K | Buy |
213
+2
| +0.9% | +$203 | ﹤0.01% | 276 |
|
|
2024
Q2 | $20.5K | Hold |
211
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $20.7K | Sell |
211
-43
| -17% | -$4.21K | ﹤0.01% | 278 |
|
|
2023
Q4 | $25.2K | Buy |
254
+23
| +10% | +$2.28K | 0.01% | 222 |
|
|
2023
Q3 | $21.7K | Buy |
231
+16
| +7% | +$1.51K | 0.01% | 226 |
|
|
2023
Q2 | $21.1K | Hold |
215
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $21.4K | Hold |
215
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $20.9K | Sell |
215
-673
| -76% | -$65.3K | 0.01% | 231 |
|
|
2022
Q3 | $86K | Buy |
+888
| New | +$86K | 0.03% | 125 |
|