Sonora Investment Management 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 | $624K | Sell |
6,291
-132
| -2% | -$13.1K | 0.05% | 153 |
|
|
2025
Q1 | $635K | Buy |
6,423
+1,268
| +25% | +$125K | 0.05% | 150 |
|
|
2024
Q4 | $500K | Buy |
+5,155
| New | +$500K | 0.04% | 172 |
|
|
2024
Q1 | – | Sell |
-2,925
| Closed | -$290K | – | 285 |
|
|
2023
Q4 | $290K | Buy |
+2,925
| New | +$290K | 0.02% | 214 |
|
|
2023
Q2 | – | Sell |
-2,796
| Closed | -$279K | – | 266 |
|
|
2023
Q1 | $279K | Buy |
+2,796
| New | +$279K | 0.02% | 220 |
|
|
2022
Q4 | – | Sell |
-2,468
| Closed | -$251K | – | 269 |
|
|
2022
Q3 | $251K | Hold |
2,468
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $251K | Buy |
+2,468
| New | +$251K | 0.02% | 203 |
|