Beaird Harris 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 | $156K | Hold |
1,577
| – | – | 0.01% | 143 |
|
|
2025
Q1 | $156K | Sell |
1,577
-13
| -0.8% | -$1.29K | 0.01% | 137 |
|
|
2024
Q4 | $154K | Buy |
1,590
+751
| +90% | +$72.8K | 0.01% | 139 |
|
|
2024
Q3 | $85K | Hold |
839
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $81.4K | Sell |
839
-19
| -2% | -$1.84K | 0.01% | 177 |
|
|
2024
Q1 | $84K | Sell |
858
-186
| -18% | -$18.2K | 0.01% | 167 |
|
|
2023
Q4 | $104K | Buy |
1,044
+636
| +156% | +$63.1K | 0.01% | 138 |
|
|
2023
Q3 | $38.4K | Sell |
408
-17
| -4% | -$1.6K | ﹤0.01% | 187 |
|
|
2023
Q2 | $41.6K | Hold |
425
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $42.3K | Buy |
425
+17
| +4% | +$1.69K | 0.01% | 179 |
|
|
2022
Q4 | $39.6K | Hold |
408
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $39K | Hold |
408
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $41K | Sell |
408
-403
| -50% | -$40.5K | 0.01% | 149 |
|
|
2022
Q1 | $87K | Hold |
811
| – | – | 0.03% | 146 |
|
|
2021
Q4 | $93K | Buy |
+811
| New | +$93K | 0.03% | 177 |
|