B.O.S.S. Retirement 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 | $687K | Sell |
6,924
-1,131
| -14% | -$112K | 0.17% | 108 |
|
|
2025
Q1 | $797K | Buy |
8,055
+2,298
| +40% | +$227K | 0.23% | 85 |
|
|
2024
Q4 | $558K | Buy |
+5,757
| New | +$558K | 0.16% | 104 |
|
|
2024
Q1 | – | Sell |
-4,267
| Closed | -$424K | – | 128 |
|
|
2023
Q4 | $424K | Sell |
4,267
-4,520
| -51% | -$449K | 0.08% | 191 |
|
|
2023
Q3 | $826K | Buy |
8,787
+864
| +11% | +$81.3K | 0.18% | 163 |
|
|
2023
Q2 | $776K | Sell |
7,923
-86
| -1% | -$8.42K | 0.17% | 166 |
|
|
2023
Q1 | $798K | Buy |
8,009
+1,062
| +15% | +$106K | 0.19% | 155 |
|
|
2022
Q4 | $674K | Buy |
+6,947
| New | +$674K | 0.17% | 156 |
|