Aletheian 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 | $3.22M | Sell |
32,426
-156
| -0.5% | -$15.5K | 1.58% | 15 |
|
|
2025
Q1 | $3.22M | Sell |
32,582
-280
| -0.9% | -$27.7K | 1.81% | 13 |
|
|
2024
Q4 | $3.18M | Buy |
32,862
+1,798
| +6% | +$174K | 1.88% | 12 |
|
|
2024
Q3 | $3.15M | Buy |
31,064
+958
| +3% | +$97K | 1.84% | 12 |
|
|
2024
Q2 | $2.92M | Sell |
30,106
-311
| -1% | -$30.2K | 1.54% | 17 |
|
|
2024
Q1 | $2.98M | Sell |
30,417
-15
| -0% | -$1.47K | 1.62% | 17 |
|
|
2023
Q4 | $3.02M | Buy |
30,432
+14,163
| +87% | +$1.41M | 2% | 11 |
|
|
2023
Q3 | $1.53M | Sell |
16,269
-221
| -1% | -$20.8K | 1.17% | 21 |
|
|
2023
Q2 | $1.62M | Buy |
16,490
+6,140
| +59% | +$601K | 1.11% | 21 |
|
|
2023
Q1 | $1.03M | Buy |
10,350
+999
| +11% | +$99.5K | 0.91% | 26 |
|
|
2022
Q4 | $907K | Sell |
9,351
-111
| -1% | -$10.8K | 0.78% | 34 |
|
|
2022
Q3 | $912K | Buy |
9,462
+1,600
| +20% | +$154K | 1.04% | 28 |
|
|
2022
Q2 | $799K | Sell |
7,862
-17,686
| -69% | -$1.8M | 0.81% | 31 |
|
|
2022
Q1 | $2.74M | Buy |
25,548
+10,611
| +71% | +$1.14M | 2.6% | 13 |
|
|
2021
Q4 | $1.7M | Buy |
+14,937
| New | +$1.7M | 1.67% | 12 |
|