Bennett Associates 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 | $3.13M | Sell |
31,514
-261
| -0.8% | -$25.9K | 2.4% | 12 |
|
|
2025
Q1 | $3.14M | Buy |
31,775
+1,816
| +6% | +$180K | 2.59% | 12 |
|
|
2024
Q4 | $2.9M | Buy |
29,959
+640
| +2% | +$62K | 2.41% | 12 |
|
|
2024
Q3 | $2.97M | Sell |
29,319
-9,642
| -25% | -$976K | 2.43% | 13 |
|
|
2024
Q2 | $3.78M | Buy |
38,961
+1,054
| +3% | +$102K | 3.41% | 11 |
|
|
2024
Q1 | $3.71M | Buy |
37,907
+2,802
| +8% | +$274K | 3.35% | 10 |
|
|
2023
Q4 | $3.48M | Buy |
+35,105
| New | +$3.48M | 3.4% | 9 |
|