SFG
Sovereign Financial Group’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 | $1.01M | Buy |
+10,207
| New | +$1.01M | 0.21% | 91 |
|
|
2024
Q4 | – | Sell |
-1,983
| Closed | -$201K | – | 286 |
|
|
2024
Q3 | $201K | Sell |
1,983
-345
| -15% | -$34.9K | 0.05% | 274 |
|
|
2024
Q2 | $226K | Sell |
2,328
-3,557
| -60% | -$345K | 0.06% | 252 |
|
|
2024
Q1 | $576K | Buy |
5,885
+817
| +16% | +$80K | 0.15% | 133 |
|
|
2023
Q4 | $503K | Sell |
5,068
-7,482
| -60% | -$743K | 0.15% | 133 |
|
|
2023
Q3 | $1.18M | Sell |
12,550
-1,443
| -10% | -$136K | 0.42% | 50 |
|
|
2023
Q2 | $1.37M | Sell |
13,993
-3,098
| -18% | -$303K | 0.45% | 53 |
|
|
2023
Q1 | $1.7M | Sell |
17,091
-8,101
| -32% | -$807K | 0.63% | 40 |
|
|
2022
Q4 | $2.44M | Buy |
25,192
+9,953
| +65% | +$965K | 0.96% | 23 |
|
|
2022
Q3 | $1.47M | Sell |
15,239
-1,524
| -9% | -$147K | 0.6% | 39 |
|
|
2022
Q2 | $1.7M | Sell |
16,763
-2,634
| -14% | -$268K | 0.67% | 38 |
|
|
2022
Q1 | $2.08M | Sell |
19,397
-2,510
| -11% | -$269K | 0.77% | 33 |
|
|
2021
Q4 | $2.5M | Buy |
+21,907
| New | +$2.5M | 1% | 21 |
|