Syon Capital’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 | $27.9M | Buy |
281,602
+55,666
| +25% | +$5.52M | 1.84% | 12 |
|
2025
Q1 | $22.3M | Sell |
225,936
-104,585
| -32% | -$10.3M | 1.82% | 11 |
|
2024
Q4 | $32M | Buy |
330,521
+77,982
| +31% | +$7.56M | 2.88% | 6 |
|
2024
Q3 | $25.6M | Buy |
252,539
+19,038
| +8% | +$1.93M | 2.26% | 9 |
|
2024
Q2 | $22.7M | Buy |
233,501
+33,416
| +17% | +$3.24M | 2.08% | 11 |
|
2024
Q1 | $19.6M | Sell |
200,085
-101,165
| -34% | -$9.91M | 1.85% | 11 |
|
2023
Q4 | $29.9M | Sell |
301,250
-587,126
| -66% | -$58.3M | 1.26% | 17 |
|
2023
Q3 | $83.5M | Buy |
+888,376
| New | +$83.5M | 10.4% | 1 |
|