Syverson Strege & Co’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 | $405K | Sell |
4,082
-438
| -10% | -$43.4K | 0.1% | 84 |
|
|
2025
Q1 | $447K | Sell |
4,520
-633
| -12% | -$62.6K | 0.14% | 48 |
|
|
2024
Q4 | $499K | Sell |
5,153
-1,488
| -22% | -$144K | 0.17% | 42 |
|
|
2024
Q3 | $673K | Sell |
6,641
-218
| -3% | -$22.1K | 0.23% | 34 |
|
|
2024
Q2 | $666K | Buy |
6,859
+212
| +3% | +$20.6K | 0.23% | 38 |
|
|
2024
Q1 | $651K | Buy |
6,647
+34
| +0.5% | +$3.33K | 0.23% | 33 |
|
|
2023
Q4 | $656K | Sell |
6,613
-408
| -6% | -$40.5K | 0.25% | 33 |
|
|
2023
Q3 | $660K | Buy |
7,021
+79
| +1% | +$7.43K | 0.3% | 27 |
|
|
2023
Q2 | $680K | Sell |
6,942
-89
| -1% | -$8.72K | 0.29% | 27 |
|
|
2023
Q1 | $701K | Buy |
7,031
+3,889
| +124% | +$388K | 0.3% | 28 |
|
|
2022
Q4 | $305K | Sell |
3,142
-4,130
| -57% | -$401K | 0.14% | 48 |
|
|
2022
Q3 | $701K | Buy |
7,272
+4,088
| +128% | +$394K | 0.36% | 25 |
|
|
2022
Q2 | $324K | Sell |
3,184
-497
| -14% | -$50.6K | 0.12% | 52 |
|
|
2022
Q1 | $394K | Sell |
3,681
-149
| -4% | -$15.9K | 0.43% | 41 |
|
|
2021
Q4 | $437K | Sell |
3,830
-555
| -13% | -$63.3K | 0.32% | 42 |
|
|
2021
Q3 | $504K | Sell |
4,385
-304
| -6% | -$34.9K | 0.4% | 38 |
|
|
2021
Q2 | $541K | Sell |
4,689
-43
| -0.9% | -$4.96K | 0.48% | 35 |
|
|
2021
Q1 | $539K | Buy |
4,732
+888
| +23% | +$101K | 0.56% | 31 |
|
|
2020
Q4 | $454K | Buy |
+3,844
| New | +$454K | 0.43% | 34 |
|