Boltwood Capital 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 | $208K | Hold |
2,100
| – | – | 0.06% | 170 |
|
|
2025
Q1 | $208K | Hold |
2,100
| – | – | 0.06% | 169 |
|
|
2024
Q4 | $203K | Hold |
2,100
| – | – | 0.06% | 168 |
|
|
2024
Q3 | $213K | Hold |
2,100
| – | – | 0.06% | 169 |
|
|
2024
Q2 | $204K | Sell |
2,100
-5,450
| -72% | -$529K | 0.06% | 164 |
|
|
2024
Q1 | $739K | Hold |
7,550
| – | – | 0.23% | 94 |
|
|
2023
Q4 | $749K | Hold |
7,550
| – | – | 0.25% | 91 |
|
|
2023
Q3 | $710K | Buy |
+7,550
| New | +$710K | 0.26% | 88 |
|