SkyView Investment Advisors’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 | – | Sell |
-3,012
| Closed | -$298K | – | 324 |
|
|
2025
Q1 | $298K | Hold |
3,012
| – | – | 0.04% | 234 |
|
|
2024
Q4 | $292K | Sell |
3,012
-3,988
| -57% | -$387K | 0.05% | 214 |
|
|
2024
Q3 | $709K | Buy |
+7,000
| New | +$709K | 0.12% | 136 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$282K | – | 157 |
|
|
2023
Q3 | $282K | Sell |
3,000
-3,292
| -52% | -$309K | 0.11% | 222 |
|
|
2023
Q2 | $616K | Buy |
6,292
+1,500
| +31% | +$147K | 0.15% | 179 |
|
|
2023
Q1 | $477K | Buy |
4,792
+1,298
| +37% | +$129K | 0.11% | 228 |
|
|
2022
Q4 | $339K | Sell |
3,494
-1,084
| -24% | -$105K | 0.1% | 256 |
|
|
2022
Q3 | $441K | Buy |
+4,578
| New | +$441K | 0.13% | 246 |
|