Altus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,088
| Closed | -$211K | – | 144 |
|
|
2024
Q3 | $211K | Sell |
2,088
-80
| -4% | -$8.1K | 0.09% | 132 |
|
|
2024
Q2 | $210K | Sell |
2,168
-4,255
| -66% | -$413K | 0.11% | 123 |
|
|
2024
Q1 | $629K | Sell |
6,423
-17,275
| -73% | -$1.69M | 0.32% | 73 |
|
|
2023
Q4 | $2.35M | Sell |
23,698
-30
| -0.1% | -$2.98K | 1.3% | 17 |
|
|
2023
Q3 | $2.23M | Buy |
23,728
+3,168
| +15% | +$298K | 1.42% | 17 |
|
|
2023
Q2 | $2.01M | Buy |
20,560
+4,430
| +27% | +$434K | 1.24% | 18 |
|
|
2023
Q1 | $1.61M | Buy |
16,130
+853
| +6% | +$85K | 1.08% | 22 |
|
|
2022
Q4 | $1.48M | Buy |
+15,277
| New | +$1.48M | 1.13% | 19 |
|