SCM
Stordahl Capital Management’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 | $288K | Sell |
2,905
-35
| -1% | -$3.47K | 0.06% | 53 |
|
|
2025
Q1 | $291K | Sell |
2,940
-120
| -4% | -$11.9K | 0.07% | 50 |
|
|
2024
Q4 | $297K | Sell |
3,060
-28
| -0.9% | -$2.71K | 0.07% | 48 |
|
|
2024
Q3 | $313K | Sell |
3,088
-178
| -5% | -$18K | 0.07% | 44 |
|
|
2024
Q2 | $317K | Buy |
3,266
+125
| +4% | +$12.1K | 0.08% | 45 |
|
|
2024
Q1 | $308K | Sell |
3,141
-461
| -13% | -$45.2K | 0.08% | 44 |
|
|
2023
Q4 | $357K | Buy |
3,602
+1,309
| +57% | +$130K | 0.1% | 41 |
|
|
2023
Q3 | $216K | Sell |
2,293
-559
| -20% | -$52.6K | 0.07% | 50 |
|
|
2023
Q2 | $279K | Sell |
2,852
-496
| -15% | -$48.6K | 0.08% | 44 |
|
|
2023
Q1 | $334K | Sell |
3,348
-281
| -8% | -$28K | 0.1% | 38 |
|
|
2022
Q4 | $352K | Sell |
3,629
-1,364
| -27% | -$132K | 0.12% | 37 |
|
|
2022
Q3 | $481K | Buy |
4,993
+461
| +10% | +$44.4K | 0.17% | 33 |
|
|
2022
Q2 | $461K | Sell |
4,532
-3,367
| -43% | -$342K | 0.18% | 35 |
|
|
2022
Q1 | $846K | Sell |
7,899
-82
| -1% | -$8.78K | 0.31% | 28 |
|
|
2021
Q4 | $910K | Buy |
7,981
+233
| +3% | +$26.6K | 0.34% | 27 |
|
|
2021
Q3 | $890K | Buy |
7,748
+207
| +3% | +$23.8K | 0.35% | 26 |
|
|
2021
Q2 | $870K | Buy |
7,541
+428
| +6% | +$49.4K | 0.35% | 26 |
|
|
2021
Q1 | $810K | Buy |
7,113
+118
| +2% | +$13.4K | 0.34% | 26 |
|
|
2020
Q4 | $827K | Buy |
6,995
+383
| +6% | +$45.3K | 0.38% | 25 |
|
|
2020
Q3 | $781K | Sell |
6,612
-136
| -2% | -$16.1K | 0.4% | 23 |
|
|
2020
Q2 | $798K | Sell |
6,748
-547
| -7% | -$64.7K | 0.44% | 23 |
|
|
2020
Q1 | $839K | Sell |
7,295
-63
| -0.9% | -$7.25K | 0.52% | 22 |
|
|
2019
Q4 | $827K | Sell |
7,358
-20
| -0.3% | -$2.25K | 0.33% | 27 |
|
|
2019
Q3 | $835K | Sell |
7,378
-33
| -0.4% | -$3.74K | 0.33% | 27 |
|
|
2019
Q2 | $821K | Sell |
7,411
-25
| -0.3% | -$2.77K | 0.32% | 27 |
|
|
2019
Q1 | $805K | Sell |
7,436
-21
| -0.3% | -$2.27K | 0.33% | 28 |
|
|
2018
Q4 | $794K | Sell |
7,457
-257
| -3% | -$27.4K | 0.39% | 26 |
|
|
2018
Q3 | $805K | Sell |
7,714
-541
| -7% | -$56.5K | 0.36% | 26 |
|
|
2018
Q2 | $878K | Sell |
8,255
-35
| -0.4% | -$3.72K | 0.39% | 26 |
|
|
2018
Q1 | $889K | Hold |
8,290
| – | – | 0.42% | 25 |
|
|
2017
Q4 | $906K | Buy |
+8,290
| New | +$906K | 0.43% | 27 |
|