Zhang Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $3.28M | Sell |
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|
2021
Q3 | $3.37M | Buy |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.23M | Buy |
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