Benchmark 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 | $3.76M | Buy |
37,929
+15,976
| +73% | +$1.58M | 1.67% | 16 |
|
|
2025
Q1 | $2.17M | Buy |
21,953
+12,816
| +140% | +$1.27M | 1.05% | 18 |
|
|
2024
Q4 | $885K | Buy |
9,137
+1,687
| +23% | +$163K | 0.44% | 23 |
|
|
2024
Q3 | $754K | Buy |
7,450
+377
| +5% | +$38.2K | 0.37% | 26 |
|
|
2024
Q2 | $687K | Buy |
7,073
+3,135
| +80% | +$304K | 0.37% | 28 |
|
|
2024
Q1 | $386K | Buy |
3,938
+412
| +12% | +$40.4K | 0.21% | 35 |
|
|
2023
Q4 | $350K | Sell |
3,526
-3,526
| -50% | -$350K | 0.21% | 35 |
|
|
2023
Q3 | $663K | Hold |
7,052
| – | – | 0.42% | 27 |
|
|
2023
Q2 | $691K | Hold |
7,052
| – | – | 0.42% | 25 |
|
|
2023
Q1 | $701K | Hold |
7,052
| – | – | 0.45% | 25 |
|
|
2022
Q4 | $684K | Buy |
7,052
+4,026
| +133% | +$390K | 0.49% | 22 |
|
|
2022
Q3 | $292K | Buy |
+3,026
| New | +$292K | 0.23% | 37 |
|