Your Advocates Ltd’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 | $454K | Buy |
4,575
+350
| +8% | +$34.7K | 0.16% | 19 |
|
|
2025
Q1 | $418K | Buy |
4,225
+235
| +6% | +$23.2K | 0.16% | 21 |
|
|
2024
Q4 | $387K | Buy |
3,990
+353
| +10% | +$34.2K | 0.15% | 22 |
|
|
2024
Q3 | $368K | Sell |
3,637
-205
| -5% | -$20.8K | 0.14% | 23 |
|
|
2024
Q2 | $373K | Sell |
3,842
-1,040
| -21% | -$101K | 0.16% | 22 |
|
|
2024
Q1 | $478K | Buy |
4,882
+102
| +2% | +$9.99K | 0.2% | 22 |
|
|
2023
Q4 | $474K | Sell |
4,780
-880
| -16% | -$87.3K | 0.19% | 23 |
|
|
2023
Q3 | $532K | Buy |
5,660
+1,914
| +51% | +$180K | 0.32% | 22 |
|
|
2023
Q2 | $367K | Buy |
3,746
+60
| +2% | +$5.88K | 0.19% | 25 |
|
|
2023
Q1 | $367K | Sell |
3,686
-19,907
| -84% | -$1.98M | 0.2% | 26 |
|
|
2022
Q4 | $2.29M | Sell |
23,593
-11,699
| -33% | -$1.13M | 1.32% | 13 |
|
|
2022
Q3 | $3.4M | Buy |
35,292
+3,160
| +10% | +$304K | 2.04% | 9 |
|
|
2022
Q2 | $3.27M | Buy |
32,132
+27,494
| +593% | +$2.8M | 1.93% | 9 |
|
|
2022
Q1 | $497K | Buy |
4,638
+672
| +17% | +$72K | 0.28% | 20 |
|
|
2021
Q4 | $452K | Buy |
3,966
+3,730
| +1,581% | +$425K | 0.26% | 19 |
|
|
2021
Q3 | $27K | Hold |
236
| – | – | 0.02% | 52 |
|
|
2021
Q2 | $27K | Hold |
236
| – | – | 0.02% | 50 |
|
|
2021
Q1 | $27K | Sell |
236
-27
| -10% | -$3.09K | 0.02% | 52 |
|
|
2020
Q4 | $31K | Hold |
263
| – | – | 0.02% | 47 |
|
|
2020
Q3 | $31K | Buy |
+263
| New | +$31K | 0.02% | 45 |
|