Strategic 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
Q2 | $289K | Buy |
2,913
+142
| +5% | +$14.1K | 0.03% | 211 |
|
|
2025
Q1 | $274K | Buy |
+2,771
| New | +$274K | 0.03% | 217 |
|
|
2021
Q2 | – | Sell |
-5,092
| Closed | -$580K | – | 185 |
|
|
2021
Q1 | $580K | Sell |
5,092
-3,698
| -42% | -$421K | 0.15% | 115 |
|
|
2020
Q4 | $1.04M | Sell |
8,790
-17,784
| -67% | -$2.1M | 0.3% | 72 |
|
|
2020
Q3 | $3.14M | Buy |
26,574
+534
| +2% | +$63.1K | 1.06% | 27 |
|
|
2020
Q2 | $3.08M | Sell |
26,040
-1,142
| -4% | -$135K | 1.16% | 25 |
|
|
2020
Q1 | $3.14M | Sell |
27,182
-335
| -1% | -$38.6K | 1.44% | 19 |
|
|
2019
Q4 | $3.09M | Sell |
27,517
-7
| -0% | -$787 | 1.28% | 21 |
|
|
2019
Q3 | $3.11M | Buy |
27,524
+3,976
| +17% | +$450K | 1.49% | 18 |
|
|
2019
Q2 | $2.64M | Buy |
23,548
+2,293
| +11% | +$257K | 1.44% | 19 |
|
|
2019
Q1 | $2.32M | Buy |
21,255
+3,520
| +20% | +$384K | 1.59% | 17 |
|
|
2018
Q4 | $1.89M | Buy |
+17,735
| New | +$1.89M | 1.7% | 15 |
|