SA
Stewardship Advisors’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 | $2.49M | Sell |
25,085
-58
| -0.2% | -$5.75K | 0.63% | 32 |
|
|
2025
Q1 | $2.49M | Buy |
25,143
+8,811
| +54% | +$872K | 0.67% | 31 |
|
|
2024
Q4 | $1.58M | Buy |
16,332
+2,991
| +22% | +$290K | 0.44% | 38 |
|
|
2024
Q3 | $1.35M | Buy |
13,341
+710
| +6% | +$71.9K | 0.38% | 42 |
|
|
2024
Q2 | $1.23M | Buy |
12,631
+388
| +3% | +$37.7K | 0.41% | 38 |
|
|
2024
Q1 | $1.2M | Buy |
12,243
+823
| +7% | +$80.6K | 0.41% | 44 |
|
|
2023
Q4 | $1.13M | Buy |
11,420
+6,204
| +119% | +$616K | 0.41% | 32 |
|
|
2023
Q3 | $491K | Buy |
5,216
+1,068
| +26% | +$100K | 0.19% | 36 |
|
|
2023
Q2 | $406K | Buy |
+4,148
| New | +$406K | 0.15% | 36 |
|