United Capital Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

United Capital Financial Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78.1M	Sell	786,743 -3,668	-0.5%	-$367K	0.48%	41
2025 Q4	$78.9M	Buy	790,411 +69,057	+10%	+$6.93M	0.48%	38
2025 Q3	$72.3M	Buy	721,354 +10,770	+2%	+$1.07M	0.52%	38
2025 Q2	$70.5M	Sell	710,584 -43,928	-6%	-$4.3M	0.57%	35
2025 Q1	$74.6M	Buy	754,512 +27,604	+4%	+$2.7M	0.64%	35
2024 Q4	$70.4M	Sell	726,908 -34,294	-5%	-$3.38M	0.6%	37
2024 Q3	$77.1M	Buy	761,202 +31,381	+4%	+$3.13M	0.63%	36
2024 Q2	$70.8M	Buy	729,821 +62,175	+9%	+$6M	0.61%	36
2024 Q1	$65.4M	Buy	667,646 +6,247	+0.9%	+$611K	0.54%	41
2023 Q4	$65.6M	Sell	661,399 -475,191	-42%	-$45.2M	0.54%	38
2023 Q3	$107M	Sell	1,136,590 -539,010	-32%	-$51.9M	0.7%	27
2023 Q2	$164M	Sell	1,675,600 -83,274	-5%	-$8.23M	0.89%	19
2023 Q1	$175M	Sell	1,758,874 -34,750	-2%	-$3.43M	0.98%	19
2022 Q4	$174M	Sell	1,793,624 -281,260	-14%	-$27.2M	0.98%	19
2022 Q3	$200M	Sell	2,074,884 -8,984,775	-81%	-$909M	1.18%	16
2022 Q2	$1.12B	Buy	11,059,659 +427,716	+4%	+$44M	6.17%	2
2022 Q1	$1.14B	Buy	10,631,943 +922,271	+9%	+$101M	5.54%	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%	+$117M	4.95%	1
2021 Q2	$878M	Buy	7,609,037 +1,557,691	+26%	+$178M	4.42%	1
2021 Q1	$689M	Buy	6,051,346 +1,251,802	+26%	+$145M	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%	+$188M	2.8%	5
2020 Q2	$242M	Sell	2,050,769 -50,645	-2%	-$5.93M	1.77%	9
2020 Q1	$242M	Buy	2,101,414 +1,430,867	+213%	+$163M	2%	8
2019 Q4	$75.3M	Buy	670,547 +42,947	+7%	+$4.84M	0.49%	36
2019 Q3	$71M	Sell	627,600 -224,395	-26%	-$25.2M	0.5%	33
2019 Q2	$94.9M	Buy	851,995 +461,713	+118%	+$50.5M	0.62%	24
2019 Q1	$42.6M	Sell	390,282 -53,113	-12%	-$5.7M	0.3%	78
2018 Q4	$47.2M	Buy	443,395 +79,846	+22%	+$8.38M	0.38%	57
2018 Q3	$38.4M	Buy	363,549 +70,670	+24%	+$7.5M	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%	+$2.69M	0.35%	59
2017 Q2	$38.1M	Sell	348,311 -51,797	-13%	-$5.66M	0.34%	60
2017 Q1	$43.4M	Sell	400,108 -6,553	-2%	-$709K	0.4%	51
2016 Q4	$43.9M	Sell	406,661 -261,035	-39%	-$28.6M	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%	+$33M	1.73%	5
2016 Q1	$134M	Buy	1,210,368 +168,681	+16%	+$18.5M	1.48%	8
2015 Q4	$113M	Buy	1,041,687 +119,003	+13%	+$13M	1.29%	9
2015 Q3	$101M	Buy	922,684 +150,331	+19%	+$16.4M	1.21%	11
2015 Q2	$84M	Buy	772,353 +199,174	+35%	+$21.9M	0.97%	12
2015 Q1	$63.5M	Buy	573,179 +53,479	+10%	+$5.94M	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%	+$5.4M	0.75%	21
2014 Q2	$37.9M	Buy	346,701 +67,261	+24%	+$7.31M	0.7%	26
2014 Q1	$30.2M	Buy	279,440 +31,796	+13%	+$3.42M	0.64%	29
2013 Q4	$26.4M	Buy	247,644 +43,574	+21%	+$4.67M	0.9%	20
2013 Q3	$21.9M	Buy	204,070 +12,322	+6%	+$1.31M	0.7%	35
2013 Q2	$20.6M	Buy	+191,748	New	+$21.1M	0.55%	44