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VisionPoint Advisory Group’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
$1.78M Buy
17,950
+12,006
+202% +$1.19M 0.39% 70
2025
Q1
$588K Buy
5,944
+4,273
+256% +$423K 0.2% 102
2024
Q4
$162K Buy
+1,671
New +$162K 0.06% 201
2024
Q3
Sell
-1,347
Closed -$131K 258
2024
Q2
$131K Buy
1,347
+1,181
+711% +$115K 0.05% 195
2024
Q1
$16.2K Buy
166
+165
+16,500% +$16.1K 0.01% 405
2023
Q4
$91 Sell
1
-17,364
-100% -$1.58M ﹤0.01% 704
2023
Q3
$1.63M Buy
17,365
+17,328
+46,832% +$1.63M 0.7% 41
2023
Q2
$3.62K Buy
+37
New +$3.62K ﹤0.01% 468
2019
Q4
Sell
-27,027
Closed -$3.08M 126
2019
Q3
$3.08M Buy
27,027
+1,687
+7% +$192K 0.84% 16
2019
Q2
$2.82M Buy
25,340
+1,578
+7% +$176K 0.81% 16
2019
Q1
$2.59M Buy
23,762
+3,003
+14% +$328K 0.73% 24
2018
Q4
$2.21M Buy
+20,759
New +$2.21M 0.72% 25