Ted Buchan & 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 | $19.9M | Buy |
200,738
+7,961
| +4% | +$790K | 7.92% | 1 |
|
|
2025
Q1 | $19.1M | Sell |
192,777
-1,003
| -0.5% | -$99.2K | 9.02% | 1 |
|
|
2024
Q4 | $18.8M | Buy |
193,780
+5,233
| +3% | +$507K | 8.87% | 1 |
|
|
2024
Q3 | $19.1M | Buy |
188,547
+21,646
| +13% | +$2.19M | 9.06% | 1 |
|
|
2024
Q2 | $16.2M | Buy |
166,901
+105,884
| +174% | +$10.3M | 8.69% | 1 |
|
|
2024
Q1 | $5.98M | Buy |
+61,017
| New | +$5.98M | 3.67% | 9 |
|