BKM 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 | $520K | Sell |
5,246
-53
| -1% | -$5.26K | 0.2% | 103 |
|
|
2025
Q1 | $524K | Sell |
5,299
-1,276
| -19% | -$126K | 0.22% | 108 |
|
|
2024
Q4 | $637K | Sell |
6,575
-9,893
| -60% | -$959K | 0.26% | 89 |
|
|
2024
Q3 | $1.67M | Sell |
16,468
-106
| -0.6% | -$10.7K | 0.68% | 45 |
|
|
2024
Q2 | $1.61M | Buy |
16,574
+3,205
| +24% | +$311K | 0.77% | 40 |
|
|
2024
Q1 | $1.31M | Buy |
13,369
+4,585
| +52% | +$449K | 0.56% | 57 |
|
|
2023
Q4 | $872K | Buy |
+8,784
| New | +$872K | 0.37% | 73 |
|