Smart Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,612
| Closed | -$257K | – | 97 |
|
|
2024
Q3 | $257K | Buy |
2,612
+211
| +9% | +$20.8K | 0.09% | 90 |
|
|
2024
Q2 | $238K | Buy |
+2,401
| New | +$238K | 0.09% | 88 |
|
|
2022
Q1 | – | Sell |
-2,715
| Closed | -$310K | – | 56 |
|
|
2021
Q4 | $310K | Sell |
2,715
-238
| -8% | -$27.2K | 0.2% | 56 |
|
|
2021
Q3 | $339K | Buy |
+2,953
| New | +$339K | 0.25% | 52 |
|
|
2021
Q2 | – | Sell |
-3,068
| Closed | -$349K | – | 49 |
|
|
2021
Q1 | $349K | Sell |
3,068
-23,515
| -88% | -$2.67M | 0.29% | 50 |
|
|
2020
Q4 | $3.14M | Sell |
26,583
-2,665
| -9% | -$315K | 2.64% | 13 |
|
|
2020
Q3 | $3.45M | Buy |
29,248
+27,054
| +1,233% | +$3.19M | 1.49% | 22 |
|
|
2020
Q2 | $259K | Buy |
+2,194
| New | +$259K | 0.15% | 75 |
|