V2 Financial group’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 | $1.11M | Sell |
11,223
-267
| -2% | -$26.5K | 0.67% | 21 |
|
2025
Q1 | $1.14M | Sell |
11,490
-23
| -0.2% | -$2.28K | 0.73% | 20 |
|
2024
Q4 | $1.12M | Sell |
11,513
-270
| -2% | -$26.2K | 0.68% | 22 |
|
2024
Q3 | $1.19M | Sell |
11,783
-12
| -0.1% | -$1.22K | 0.77% | 19 |
|
2024
Q2 | $1.16M | Sell |
11,795
-403
| -3% | -$39.7K | 0.78% | 19 |
|
2024
Q1 | $1.19M | Sell |
12,198
-360
| -3% | -$35.3K | 0.82% | 17 |
|
2023
Q4 | $1.25M | Buy |
12,558
+1,650
| +15% | +$164K | 0.87% | 17 |
|
2023
Q3 | $1.03M | Sell |
10,908
-5
| -0% | -$470 | 0.77% | 18 |
|
2023
Q2 | $1.07M | Sell |
10,913
-10
| -0.1% | -$979 | 0.77% | 17 |
|
2023
Q1 | $1.09M | Sell |
10,923
-607
| -5% | -$60.5K | 0.79% | 18 |
|
2022
Q4 | $1.12M | Buy |
11,530
+6,805
| +144% | +$660K | 0.89% | 17 |
|
2022
Q3 | $455K | Buy |
4,725
+2,231
| +89% | +$215K | 0.4% | 35 |
|
2022
Q2 | $254K | Buy |
+2,494
| New | +$254K | 0.2% | 51 |
|