Beacon Bridge Wealth Partners’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 | $1.63M | Sell |
16,479
-5,210
| -24% | -$517K | 0.65% | 37 |
|
|
2025
Q1 | $2.15M | Buy |
21,689
+603
| +3% | +$59.6K | 0.92% | 34 |
|
|
2024
Q4 | $2.04M | Sell |
21,086
-8,570
| -29% | -$830K | 0.87% | 33 |
|
|
2024
Q3 | $3M | Sell |
29,656
-7,546
| -20% | -$764K | 1.29% | 27 |
|
|
2024
Q2 | $3.61M | Sell |
37,202
-9,078
| -20% | -$881K | 1.66% | 18 |
|
|
2024
Q1 | $4.53M | Sell |
46,280
-26,389
| -36% | -$2.58M | 2.14% | 13 |
|
|
2023
Q4 | $7.21M | Sell |
72,669
-41,708
| -36% | -$4.14M | 3.6% | 8 |
|
|
2023
Q3 | $10.8M | Sell |
114,377
-128,065
| -53% | -$12M | 5.68% | 2 |
|
|
2023
Q2 | $23.7M | Buy |
242,442
+10,325
| +4% | +$1.01M | 12.14% | 1 |
|
|
2023
Q1 | $23.1M | Buy |
232,117
+51,878
| +29% | +$5.17M | 13.87% | 1 |
|
|
2022
Q4 | $17.5M | Buy |
+180,239
| New | +$17.5M | 12.71% | 1 |
|