Aquire 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 | $15M | Buy |
150,944
+27,709
| +22% | +$2.75M | 4.02% | 5 |
|
|
2025
Q1 | $12.2M | Sell |
123,235
-1,494
| -1% | -$148K | 3.75% | 5 |
|
|
2024
Q4 | $12.1M | Buy |
124,729
+10,534
| +9% | +$1.02M | 3.74% | 5 |
|
|
2024
Q3 | $11.6M | Buy |
114,195
+5,180
| +5% | +$525K | 3.63% | 5 |
|
|
2024
Q2 | $10.6M | Buy |
109,015
+8,430
| +8% | +$818K | 3.55% | 5 |
|
|
2024
Q1 | $9.85M | Buy |
100,585
+3,022
| +3% | +$296K | 3.44% | 5 |
|
|
2023
Q4 | $9.68M | Buy |
97,563
+4,188
| +4% | +$416K | 3.68% | 5 |
|
|
2023
Q3 | $8.78M | Buy |
93,375
+3,094
| +3% | +$291K | 3.66% | 5 |
|
|
2023
Q2 | $8.84M | Buy |
90,281
+5,785
| +7% | +$567K | 3.53% | 5 |
|
|
2023
Q1 | $8.42M | Buy |
84,496
+11,206
| +15% | +$1.12M | 3.68% | 5 |
|
|
2022
Q4 | $7.11M | Buy |
73,290
+8,381
| +13% | +$813K | 3.54% | 5 |
|
|
2022
Q3 | $6.25M | Buy |
64,909
+3,289
| +5% | +$317K | 3.63% | 8 |
|
|
2022
Q2 | $6.27M | Buy |
61,620
+13,678
| +29% | +$1.39M | 3.66% | 8 |
|
|
2022
Q1 | $5.14M | Buy |
47,942
+3,011
| +7% | +$323K | 2.73% | 11 |
|
|
2021
Q4 | $5.13M | Buy |
+44,931
| New | +$5.13M | 2.68% | 13 |
|