Summa Corp’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 | $699K | Buy |
7,050
+150
| +2% | +$14.9K | 0.36% | 30 |
|
|
2025
Q1 | $683K | Hold |
6,900
| – | – | 0.39% | 24 |
|
|
2024
Q4 | $669K | Hold |
6,900
| – | – | 0.33% | 26 |
|
|
2024
Q3 | $699K | Buy |
6,900
+1,400
| +25% | +$142K | 0.33% | 28 |
|
|
2024
Q2 | $534K | Buy |
5,500
+1,500
| +38% | +$146K | 0.26% | 32 |
|
|
2024
Q1 | $392K | Buy |
+4,000
| New | +$392K | 0.21% | 44 |
|