Angeles Wealth Management’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 | $893 | Hold |
9
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $890 | Buy |
+9
| New | +$890 | ﹤0.01% | 367 |
|
|
2023
Q3 | – | Sell |
-7,090
| Closed | -$694K | – | 225 |
|
|
2023
Q2 | $694K | Hold |
7,090
| – | – | 0.09% | 91 |
|
|
2023
Q1 | $706K | Sell |
7,090
-1,050
| -13% | -$105K | 0.11% | 93 |
|
|
2022
Q4 | $789K | Sell |
8,140
-1,000
| -11% | -$97K | 0.14% | 85 |
|
|
2022
Q3 | $881K | Hold |
9,140
| – | – | 0.17% | 66 |
|
|
2022
Q2 | $929K | Hold |
9,140
| – | – | 0.19% | 64 |
|
|
2022
Q1 | $979K | Buy |
+9,140
| New | +$979K | 0.19% | 66 |
|