Strid Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,657
| Closed | -$743K | – | 60 |
|
|
2024
Q2 | $743K | Buy |
+7,657
| New | +$743K | 0.12% | 33 |
|
|
2024
Q1 | – | Sell |
-2,525
| Closed | -$251K | – | 55 |
|
|
2023
Q4 | $251K | Buy |
+2,525
| New | +$251K | 0.05% | 44 |
|
|
2018
Q1 | – | Sell |
-4,012
| Closed | -$439K | – | 24 |
|
|
2017
Q4 | $439K | Buy |
+4,012
| New | +$439K | 0.16% | 18 |
|
|
2016
Q3 | – | Sell |
-2,705
| Closed | -$305K | – | 34 |
|
|
2016
Q2 | $305K | Sell |
2,705
-5,599
| -67% | -$631K | 0.13% | 26 |
|
|
2016
Q1 | $920K | Buy |
8,304
+176
| +2% | +$19.5K | 0.59% | 11 |
|
|
2015
Q4 | $878K | Buy |
+8,128
| New | +$878K | 0.37% | 18 |
|