Tennessee Valley Asset Management Partners’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 | $599K | Sell |
6,040
-7,586
| -56% | -$753K | 0.15% | 45 |
|
|
2025
Q1 | $1.35M | Sell |
13,626
-5,718
| -30% | -$566K | 0.22% | 57 |
|
|
2024
Q4 | $1.87M | Buy |
19,344
+4,596
| +31% | +$445K | 0.31% | 47 |
|
|
2024
Q3 | $1.48M | Buy |
14,748
+553
| +4% | +$55.5K | 0.24% | 51 |
|
|
2024
Q2 | $1.38M | Buy |
14,195
+6,125
| +76% | +$595K | 0.26% | 52 |
|
|
2024
Q1 | $790K | Sell |
8,070
-6,802
| -46% | -$666K | 0.19% | 58 |
|
|
2023
Q4 | $1.48M | Buy |
14,872
+10,957
| +280% | +$1.09M | 0.2% | 60 |
|
|
2023
Q3 | $368K | Sell |
3,915
-10
| -0.3% | -$940 | 0.12% | 81 |
|
|
2023
Q2 | $384K | Buy |
+3,925
| New | +$384K | 0.12% | 80 |
|
|
2023
Q1 | – | Sell |
-2,861
| Closed | -$277K | – | 105 |
|
|
2022
Q4 | $277K | Sell |
2,861
-3,203
| -53% | -$311K | 0.1% | 91 |
|
|
2022
Q3 | $584K | Sell |
6,064
-8,183
| -57% | -$788K | 0.23% | 52 |
|
|
2022
Q2 | $1.45M | Buy |
+14,247
| New | +$1.45M | 0.56% | 19 |
|