Souders Financial 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 | $19.4M | Buy |
195,848
+1,923
| +1% | +$191K | 2.47% | 12 |
|
|
2025
Q1 | $19.2M | Sell |
193,925
-31,781
| -14% | -$3.14M | 2.68% | 10 |
|
|
2024
Q4 | $21.9M | Buy |
225,706
+3,317
| +1% | +$321K | 3.05% | 7 |
|
|
2024
Q3 | $22.5M | Sell |
222,389
-29,344
| -12% | -$2.97M | 3.14% | 8 |
|
|
2024
Q2 | $24.4M | Buy |
251,733
+7,476
| +3% | +$726K | 3.68% | 4 |
|
|
2024
Q1 | $23.9M | Buy |
244,257
+19,829
| +9% | +$1.94M | 3.77% | 5 |
|
|
2023
Q4 | $22.3M | Buy |
224,428
+132,241
| +143% | +$13.1M | 3.81% | 4 |
|
|
2023
Q3 | $8.67M | Buy |
92,187
+6,729
| +8% | +$633K | 1.66% | 16 |
|
|
2023
Q2 | $8.37M | Sell |
85,458
-1,312
| -2% | -$129K | 1.6% | 17 |
|
|
2023
Q1 | $8.65M | Buy |
86,770
+9,335
| +12% | +$930K | 1.84% | 15 |
|
|
2022
Q4 | $7.51M | Buy |
77,435
+9,397
| +14% | +$911K | 1.72% | 14 |
|
|
2022
Q3 | $6.56M | Buy |
68,038
+65,125
| +2,236% | +$6.27M | 1.78% | 13 |
|
|
2022
Q2 | $296K | Sell |
2,913
-119,109
| -98% | -$12.1M | 0.09% | 121 |
|
|
2022
Q1 | $13.1M | Buy |
122,022
+5,591
| +5% | +$599K | 3.78% | 5 |
|
|
2021
Q4 | $13.3M | Buy |
116,431
+3,936
| +3% | +$449K | 3.81% | 5 |
|
|
2021
Q3 | $12.9M | Buy |
112,495
+1,954
| +2% | +$224K | 4.16% | 4 |
|
|
2021
Q2 | $12.7M | Buy |
110,541
+103,517
| +1,474% | +$11.9M | 4.3% | 3 |
|
|
2021
Q1 | $800K | Buy |
+7,024
| New | +$800K | 0.31% | 68 |
|