United Capital Financial Advisors’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 | $70.5M | Sell |
710,584
-43,928
| -6% | -$4.36M | 0.57% | 35 |
|
|
2025
Q1 | $74.6M | Buy |
754,512
+27,604
| +4% | +$2.73M | 0.64% | 35 |
|
|
2024
Q4 | $70.4M | Sell |
726,908
-34,294
| -5% | -$3.32M | 0.59% | 37 |
|
|
2024
Q3 | $77.1M | Buy |
761,202
+31,381
| +4% | +$3.18M | 0.63% | 36 |
|
|
2024
Q2 | $70.8M | Buy |
729,821
+62,175
| +9% | +$6.04M | 0.61% | 36 |
|
|
2024
Q1 | $65.4M | Buy |
667,646
+6,247
| +0.9% | +$612K | 0.54% | 41 |
|
|
2023
Q4 | $65.6M | Sell |
661,399
-475,191
| -42% | -$47.2M | 0.54% | 38 |
|
|
2023
Q3 | $107M | Sell |
1,136,590
-539,010
| -32% | -$50.7M | 0.7% | 27 |
|
|
2023
Q2 | $164M | Sell |
1,675,600
-83,274
| -5% | -$8.16M | 0.89% | 19 |
|
|
2023
Q1 | $175M | Sell |
1,758,874
-34,750
| -2% | -$3.46M | 0.98% | 19 |
|
|
2022
Q4 | $174M | Sell |
1,793,624
-281,260
| -14% | -$27.3M | 0.98% | 19 |
|
|
2022
Q3 | $200M | Sell |
2,074,884
-8,984,775
| -81% | -$866M | 1.18% | 16 |
|
|
2022
Q2 | $1.12B | Buy |
11,059,659
+427,716
| +4% | +$43.5M | 6.17% | 2 |
|
|
2022
Q1 | $1.14B | Buy |
10,631,943
+922,271
| +9% | +$98.8M | 5.53% | 2 |
|
|
2021
Q4 | $1.11B | Buy |
9,709,672
+1,092,693
| +13% | +$125M | 5.1% | 2 |
|
|
2021
Q3 | $989M | Buy |
8,616,979
+1,007,942
| +13% | +$116M | 4.95% | 1 |
|
|
2021
Q2 | $878M | Buy |
7,609,037
+1,557,691
| +26% | +$180M | 4.42% | 1 |
|
|
2021
Q1 | $689M | Buy |
6,051,346
+1,251,802
| +26% | +$142M | 3.81% | 1 |
|
|
2020
Q4 | $567M | Buy |
4,799,544
+1,163,113
| +32% | +$137M | 3.42% | 3 |
|
|
2020
Q3 | $429M | Buy |
3,636,431
+1,585,662
| +77% | +$187M | 2.8% | 5 |
|
|
2020
Q2 | $242M | Sell |
2,050,769
-50,645
| -2% | -$5.99M | 1.76% | 9 |
|
|
2020
Q1 | $242M | Buy |
2,101,414
+1,430,867
| +213% | +$165M | 2% | 8 |
|
|
2019
Q4 | $75.3M | Buy |
670,547
+42,947
| +7% | +$4.83M | 0.49% | 36 |
|
|
2019
Q3 | $71M | Sell |
627,600
-224,395
| -26% | -$25.4M | 0.5% | 33 |
|
|
2019
Q2 | $94.9M | Buy |
851,995
+461,713
| +118% | +$51.4M | 0.62% | 24 |
|
|
2019
Q1 | $42.6M | Sell |
390,282
-53,113
| -12% | -$5.79M | 0.3% | 78 |
|
|
2018
Q4 | $47.2M | Buy |
443,395
+79,846
| +22% | +$8.5M | 0.38% | 57 |
|
|
2018
Q3 | $38.4M | Buy |
363,549
+70,670
| +24% | +$7.46M | 0.27% | 83 |
|
|
2018
Q2 | $31.1M | Sell |
292,879
-11,761
| -4% | -$1.25M | 0.23% | 98 |
|
|
2018
Q1 | $32.7M | Sell |
304,640
-95,312
| -24% | -$10.2M | 0.25% | 92 |
|
|
2017
Q4 | $43.7M | Buy |
399,952
+27,162
| +7% | +$2.97M | 0.35% | 63 |
|
|
2017
Q3 | $40.9M | Buy |
372,790
+24,479
| +7% | +$2.68M | 0.35% | 59 |
|
|
2017
Q2 | $38.1M | Sell |
348,311
-51,797
| -13% | -$5.67M | 0.34% | 60 |
|
|
2017
Q1 | $43.4M | Sell |
400,108
-6,553
| -2% | -$711K | 0.4% | 51 |
|
|
2016
Q4 | $43.9M | Sell |
406,661
-261,035
| -39% | -$28.2M | 0.43% | 46 |
|
|
2016
Q3 | $75.1M | Sell |
667,696
-839,546
| -56% | -$94.4M | 0.73% | 19 |
|
|
2016
Q2 | $170M | Buy |
1,507,242
+296,874
| +25% | +$33.5M | 1.73% | 5 |
|
|
2016
Q1 | $134M | Buy |
1,210,368
+168,681
| +16% | +$18.7M | 1.48% | 8 |
|
|
2015
Q4 | $113M | Buy |
1,041,687
+119,003
| +13% | +$12.9M | 1.29% | 9 |
|
|
2015
Q3 | $101M | Buy |
922,684
+150,331
| +19% | +$16.5M | 1.21% | 11 |
|
|
2015
Q2 | $84M | Buy |
772,353
+199,174
| +35% | +$21.7M | 0.97% | 12 |
|
|
2015
Q1 | $63.5M | Buy |
573,179
+53,479
| +10% | +$5.93M | 0.78% | 15 |
|
|
2014
Q4 | $57.2M | Buy |
519,700
+123,587
| +31% | +$13.6M | 0.86% | 18 |
|
|
2014
Q3 | $43.2M | Buy |
396,113
+49,412
| +14% | +$5.39M | 0.75% | 21 |
|
|
2014
Q2 | $37.9M | Buy |
346,701
+67,261
| +24% | +$7.36M | 0.7% | 26 |
|
|
2014
Q1 | $30.2M | Buy |
279,440
+31,796
| +13% | +$3.43M | 0.64% | 29 |
|
|
2013
Q4 | $26.4M | Buy |
247,644
+43,574
| +21% | +$4.64M | 0.9% | 20 |
|
|
2013
Q3 | $21.9M | Buy |
204,070
+12,322
| +6% | +$1.32M | 0.7% | 35 |
|
|
2013
Q2 | $20.6M | Buy |
+191,748
| New | +$20.6M | 0.55% | 44 |
|