SAM
Smartleaf Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
69,920
+1,930
| +3% | +$191K | 0.61% | 32 |
|
|
2025
Q1 | $6.71M | Buy |
67,990
+24,687
| +57% | +$2.44M | 0.65% | 28 |
|
|
2024
Q4 | $4.2M | Buy |
43,303
+887
| +2% | +$86.1K | 0.43% | 40 |
|
|
2024
Q3 | $4.31M | Sell |
42,416
-10,020
| -19% | -$1.02M | 0.52% | 34 |
|
|
2024
Q2 | $5.12M | Buy |
52,436
+10,978
| +26% | +$1.07M | 0.84% | 19 |
|
|
2024
Q1 | $4.07M | Buy |
41,458
+32,263
| +351% | +$3.16M | 0.79% | 24 |
|
|
2023
Q4 | $922K | Buy |
+9,195
| New | +$922K | 0.25% | 97 |
|