Arbor Trust 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 | $4.06M | Sell |
40,885
-12,803
| -24% | -$1.27M | 1.98% | 20 |
|
|
2025
Q1 | $5.31M | Buy |
53,688
+2,537
| +5% | +$251K | 2.49% | 14 |
|
|
2024
Q4 | $4.96M | Buy |
51,151
+11,282
| +28% | +$1.09M | 2.32% | 15 |
|
|
2024
Q3 | $3.87M | Hold |
39,869
| – | – | 2.03% | 18 |
|
|
2024
Q2 | $3.87M | Buy |
39,869
+4,621
| +13% | +$449K | 2.03% | 18 |
|
|
2024
Q1 | $3.38M | Buy |
35,248
+6,237
| +21% | +$597K | 1.85% | 20 |
|
|
2023
Q4 | $2.88M | Buy |
29,011
+4,127
| +17% | +$410K | 1.71% | 19 |
|
|
2023
Q3 | $2.34M | Buy |
24,884
+9,322
| +60% | +$877K | 1.54% | 23 |
|
|
2023
Q2 | $1.52M | Buy |
+15,562
| New | +$1.52M | 0.97% | 31 |
|