Strategic Financial Concepts’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 | $6.31M | Buy |
63,572
+20,910
| +49% | +$2.07M | 0.89% | 23 |
|
|
2025
Q1 | $4.22M | Sell |
42,662
-25,364
| -37% | -$2.51M | 0.79% | 33 |
|
|
2024
Q4 | $6.59M | Buy |
68,026
+51,759
| +318% | +$5.02M | 1.26% | 18 |
|
|
2024
Q3 | $1.65M | Sell |
16,267
-1,863,969
| -99% | -$189M | 0.52% | 41 |
|
|
2024
Q2 | $4.92M | Buy |
1,880,236
+1,800,240
| +2,250% | +$4.71M | 2.87% | 4 |
|
|
2024
Q1 | $7.83M | Buy |
79,996
+20,408
| +34% | +$2M | 1.89% | 8 |
|
|
2023
Q4 | $5.91M | Sell |
59,588
-14,096
| -19% | -$1.4M | 3.51% | 2 |
|
|
2023
Q3 | $6.93M | Buy |
73,684
+16,894
| +30% | +$1.59M | 2.34% | 4 |
|
|
2023
Q2 | $5.56M | Buy |
56,790
+14,655
| +35% | +$1.44M | 2.05% | 8 |
|
|
2023
Q1 | $4.2M | Buy |
+42,135
| New | +$4.2M | 1.69% | 11 |
|