Aries 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 | $2.13M | Buy |
21,485
+916
| +4% | +$90.9K | 0.56% | 43 |
|
|
2025
Q1 | $2.03M | Buy |
20,569
+548
| +3% | +$54.2K | 0.55% | 50 |
|
|
2024
Q4 | $1.94M | Buy |
20,021
+3,219
| +19% | +$312K | 0.53% | 48 |
|
|
2024
Q3 | $1.7M | Buy |
16,802
+12,354
| +278% | +$1.25M | 0.47% | 55 |
|
|
2024
Q2 | $432K | Buy |
4,448
+200
| +5% | +$19.4K | 0.14% | 131 |
|
|
2024
Q1 | $416K | Buy |
+4,248
| New | +$416K | 0.13% | 135 |
|
|
2022
Q2 | – | Sell |
-95,600
| Closed | -$10.2M | – | 177 |
|
|
2022
Q1 | $10.2M | Buy |
+95,600
| New | +$10.2M | 4.43% | 4 |
|