Strategic Investment Management’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 | $34.2M | Buy |
345,050
+650
| +0.2% | +$64.5K | 18.34% | 2 |
|
|
2025
Q1 | $34.1M | Hold |
344,400
| – | – | 13.68% | 3 |
|
|
2024
Q4 | $33.4M | Buy |
+344,400
| New | +$33.4M | 11.51% | 3 |
|
|
2020
Q1 | – | Sell |
-66,370
| Closed | -$7.46M | – | 15 |
|
|
2019
Q4 | $7.46M | Sell |
66,370
-1,634,111
| -96% | -$184M | 1.38% | 15 |
|
|
2019
Q3 | $192M | Buy |
1,700,481
+1,124,830
| +195% | +$127M | 11.05% | 2 |
|
|
2019
Q2 | $64.1M | Buy |
+575,651
| New | +$64.1M | 9.31% | 3 |
|