Abundance Wealth Counselors’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 | $1.09M | Sell |
10,946
-802
| -7% | -$79.6K | 0.2% | 87 |
|
|
2025
Q1 | $1.16M | Buy |
11,748
+436
| +4% | +$43.1K | 0.24% | 74 |
|
|
2024
Q4 | $1.1M | Buy |
11,312
+1,350
| +14% | +$131K | 0.24% | 72 |
|
|
2024
Q3 | $1.01M | Buy |
+9,962
| New | +$1.01M | 0.21% | 83 |
|
|
2024
Q2 | – | Sell |
-5,048
| Closed | -$494K | – | 73 |
|
|
2024
Q1 | $494K | Buy |
5,048
+323
| +7% | +$31.6K | 0.11% | 105 |
|
|
2023
Q4 | $469K | Buy |
+4,725
| New | +$469K | 0.12% | 103 |
|