Acorn Wealth Advisors’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 | $746K | Buy |
+7,520
| New | +$746K | 0.28% | 80 |
|
|
2021
Q3 | – | Sell |
-2,264
| Closed | -$261K | – | 172 |
|
|
2021
Q2 | $261K | Sell |
2,264
-634
| -22% | -$73.1K | 0.18% | 133 |
|
|
2021
Q1 | $330K | Buy |
2,898
+8
| +0.3% | +$911 | 0.24% | 107 |
|
|
2020
Q4 | $342K | Buy |
2,890
+77
| +3% | +$9.11K | 0.27% | 91 |
|
|
2020
Q3 | $332K | Buy |
2,813
+939
| +50% | +$111K | 0.29% | 76 |
|
|
2020
Q2 | $221K | Buy |
+1,874
| New | +$221K | 0.21% | 101 |
|
|
2018
Q3 | – | Sell |
-611
| Closed | -$65K | – | 127 |
|
|
2018
Q2 | $65K | Buy |
611
+3
| +0.5% | +$319 | 0.06% | 225 |
|
|
2018
Q1 | $64K | Buy |
608
+4
| +0.7% | +$421 | 0.06% | 224 |
|
|
2017
Q4 | $66K | Buy |
+604
| New | +$66K | 0.06% | 214 |
|