Snider Financial 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 | $22.8M | Buy |
229,649
+5,787
| +3% | +$574K | 6.57% | 2 |
|
|
2025
Q1 | $22.1M | Sell |
223,862
-1,941
| -0.9% | -$192K | 7.2% | 2 |
|
|
2024
Q4 | $21.9M | Buy |
225,803
+16,495
| +8% | +$1.6M | 6.78% | 2 |
|
|
2024
Q3 | $21.2M | Buy |
209,308
+2,145
| +1% | +$217K | 7.76% | 2 |
|
|
2024
Q2 | $20.1M | Sell |
207,163
-59,535
| -22% | -$5.78M | 7.76% | 2 |
|
|
2024
Q1 | $26.1M | Buy |
266,698
+69,502
| +35% | +$6.81M | 10.89% | 1 |
|
|
2023
Q4 | $19.6M | Sell |
197,196
-19,115
| -9% | -$1.9M | 9.02% | 1 |
|
|
2023
Q3 | $20.3M | Sell |
216,311
-1,781
| -0.8% | -$167K | 9.83% | 1 |
|
|
2023
Q2 | $21.4M | Buy |
218,092
+48,315
| +28% | +$4.73M | 10.22% | 1 |
|
|
2023
Q1 | $16.9M | Sell |
169,777
-12,938
| -7% | -$1.29M | 9.02% | 1 |
|
|
2022
Q4 | $17.7M | Buy |
182,715
+1,125
| +0.6% | +$109K | 9.8% | 1 |
|
|
2022
Q3 | $17.6M | Buy |
181,590
+32,896
| +22% | +$3.2M | 9.58% | 1 |
|
|
2022
Q2 | $15.1M | Buy |
148,694
+10,049
| +7% | +$1.02M | 8.23% | 2 |
|
|
2022
Q1 | $14.8M | Sell |
138,645
-286
| -0.2% | -$30.6K | 6.76% | 2 |
|
|
2021
Q4 | $15.7M | Buy |
138,931
+1,018
| +0.7% | +$115K | 6.68% | 1 |
|
|
2021
Q3 | $15.8M | Buy |
137,913
+41,346
| +43% | +$4.74M | 6.89% | 1 |
|
|
2021
Q2 | $11.2M | Buy |
+96,567
| New | +$11.2M | 5.27% | 2 |
|