Zullo Investment 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 | $244K | Sell |
2,455
-70
| -3% | -$6.94K | 0.1% | 135 |
|
|
2025
Q1 | $250K | Sell |
2,525
-113
| -4% | -$11.2K | 0.11% | 126 |
|
|
2024
Q4 | $256K | Sell |
2,638
-91
| -3% | -$8.82K | 0.1% | 129 |
|
|
2024
Q3 | $276K | Sell |
2,729
-218
| -7% | -$22.1K | 0.11% | 129 |
|
|
2024
Q2 | $286K | Sell |
2,947
-168
| -5% | -$16.3K | 0.13% | 122 |
|
|
2024
Q1 | $305K | Sell |
3,115
-1,140
| -27% | -$112K | 0.14% | 113 |
|
|
2023
Q4 | $422K | Sell |
4,255
-342
| -7% | -$33.9K | 0.22% | 94 |
|
|
2023
Q3 | $432K | Sell |
4,597
-1,418
| -24% | -$133K | 0.25% | 82 |
|
|
2023
Q2 | $589K | Sell |
6,015
-213
| -3% | -$20.9K | 0.34% | 65 |
|
|
2023
Q1 | $621K | Sell |
6,228
-419
| -6% | -$41.8K | 0.39% | 64 |
|
|
2022
Q4 | $645K | Sell |
6,647
-304
| -4% | -$29.5K | 0.39% | 61 |
|
|
2022
Q3 | $670K | Sell |
6,951
-628
| -8% | -$60.5K | 0.43% | 51 |
|
|
2022
Q2 | $771K | Sell |
7,579
-1,308
| -15% | -$133K | 0.48% | 47 |
|
|
2022
Q1 | $952K | Sell |
8,887
-760
| -8% | -$81.4K | 0.49% | 45 |
|
|
2021
Q4 | $1.1M | Buy |
+9,647
| New | +$1.1M | 0.57% | 38 |
|