Better Money Decisions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,082
| Closed | -$694K | – | 59 |
|
|
2023
Q2 | $694K | Sell |
7,082
-1,399
| -16% | -$137K | 0.57% | 31 |
|
|
2023
Q1 | $845K | Buy |
8,481
+149
| +2% | +$14.8K | 0.71% | 27 |
|
|
2022
Q4 | $808K | Sell |
8,332
-21,527
| -72% | -$2.09M | 0.7% | 31 |
|
|
2022
Q3 | $2.88M | Buy |
29,859
+1,245
| +4% | +$120K | 2.8% | 8 |
|
|
2022
Q2 | $2.91M | Sell |
28,614
-1,289
| -4% | -$131K | 2.46% | 8 |
|
|
2022
Q1 | $3.2M | Sell |
29,903
-3,898
| -12% | -$418K | 3% | 9 |
|
|
2021
Q4 | $3.86M | Buy |
33,801
+16,420
| +94% | +$1.87M | 3.25% | 8 |
|
|
2021
Q3 | $2M | Buy |
17,381
+3,146
| +22% | +$361K | 1.64% | 11 |
|
|
2021
Q2 | $1.64M | Buy |
14,235
+983
| +7% | +$113K | 1.47% | 13 |
|
|
2021
Q1 | $1.51M | Buy |
+13,252
| New | +$1.51M | 1.56% | 12 |
|