TCM
TruNorth Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
10,260
+575
| +6% | +$57K | 0.23% | 38 |
|
|
2025
Q1 | $958K | Sell |
9,685
-1,194
| -11% | -$118K | 0.24% | 37 |
|
|
2024
Q4 | $1.05M | Sell |
10,879
-5,822
| -35% | -$564K | 0.29% | 32 |
|
|
2024
Q3 | $1.69M | Buy |
16,701
+71
| +0.4% | +$7.19K | 0.5% | 25 |
|
|
2024
Q2 | $1.61M | Sell |
16,630
-186
| -1% | -$18.1K | 0.52% | 25 |
|
|
2024
Q1 | $1.65M | Buy |
+16,816
| New | +$1.65M | 0.57% | 23 |
|