Voisard Asset Management 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 | $1.63M | Sell |
16,421
-23,250
| -59% | -$2.31M | 0.42% | 27 |
|
|
2025
Q1 | $3.92M | Sell |
39,671
-104,898
| -73% | -$10.4M | 1.15% | 18 |
|
|
2024
Q4 | $14M | Sell |
144,569
-211,987
| -59% | -$20.5M | 4.68% | 10 |
|
|
2024
Q3 | $36.1M | Buy |
356,556
+6,614
| +2% | +$670K | 15.04% | 2 |
|
|
2024
Q2 | $34M | Buy |
349,942
+8,619
| +3% | +$837K | 16.61% | 2 |
|
|
2024
Q1 | $33.4M | Buy |
341,323
+14,408
| +4% | +$1.41M | 18.82% | 2 |
|
|
2023
Q4 | $32.4M | Buy |
+326,915
| New | +$32.4M | 19.52% | 2 |
|