SWP Financial’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 | $297K | Buy |
2,990
+149
| +5% | +$14.8K | 0.16% | 58 |
|
|
2025
Q1 | $281K | Sell |
2,841
-846
| -23% | -$83.7K | 0.17% | 53 |
|
|
2024
Q4 | $357K | Sell |
3,687
-121
| -3% | -$11.7K | 0.22% | 46 |
|
|
2024
Q3 | $386K | Sell |
3,808
-787
| -17% | -$79.7K | 0.24% | 31 |
|
|
2024
Q2 | $446K | Sell |
4,595
-78,141
| -94% | -$7.59M | 0.29% | 29 |
|
|
2024
Q1 | $8.06M | Buy |
82,736
+8,371
| +11% | +$815K | 5.64% | 6 |
|
|
2023
Q4 | $7.38M | Buy |
+74,365
| New | +$7.38M | 5.73% | 6 |
|