Walker Financial Services’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 | $45.4M | Buy |
457,781
+25,257
| +6% | +$2.51M | 20.64% | 1 |
|
|
2025
Q1 | $42.8M | Buy |
432,524
+47,299
| +12% | +$4.68M | 22.42% | 1 |
|
|
2024
Q4 | $37.3M | Buy |
385,225
+85,830
| +29% | +$8.32M | 21.7% | 1 |
|
|
2024
Q3 | $30.3M | Buy |
299,395
+42,049
| +16% | +$4.26M | 20.5% | 2 |
|
|
2024
Q2 | $25M | Buy |
257,346
+39,661
| +18% | +$3.85M | 19.53% | 2 |
|
|
2024
Q1 | $21.3M | Buy |
+217,685
| New | +$21.3M | 17.52% | 3 |
|