Spectrum Investment 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
Q1 | – | Sell |
-2,282
| Closed | -$221K | – | 26 |
|
|
2024
Q4 | $221K | Sell |
2,282
-46,355
| -95% | -$4.49M | 0.15% | 26 |
|
|
2024
Q3 | $4.93M | Buy |
48,637
+1,870
| +4% | +$189K | 3.38% | 9 |
|
|
2024
Q2 | $4.54M | Buy |
46,767
+9,087
| +24% | +$882K | 3.32% | 9 |
|
|
2024
Q1 | $3.69M | Sell |
37,680
-2,700
| -7% | -$264K | 2.73% | 11 |
|
|
2023
Q4 | $4.01M | Buy |
+40,380
| New | +$4.01M | 3.18% | 11 |
|