1 North Wealth 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 | $2.78K | Hold |
28
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $2.77K | Buy |
+28
| New | +$2.77K | ﹤0.01% | 217 |
|
|
2019
Q4 | $4.48M | Buy |
39,844
+3,653
| +10% | +$410K | 2.77% | 10 |
|
|
2019
Q3 | $4.1M | Buy |
+36,191
| New | +$4.1M | 2.74% | 10 |
|
|
2019
Q1 | $3.74M | Buy |
34,248
+5,012
| +17% | +$547K | 2.63% | 10 |
|
|
2018
Q4 | $3.11M | Buy |
+29,236
| New | +$3.11M | 2.6% | 12 |
|