Boomfish Wealth Group’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 | $7.03M | Buy |
70,860
+4,393
| +7% | +$436K | 4.06% | 3 |
|
2025
Q1 | $6.57M | Buy |
66,467
+548
| +0.8% | +$54.2K | 4.27% | 3 |
|
2024
Q4 | $6.39M | Buy |
65,919
+20,934
| +47% | +$2.03M | 3.88% | 3 |
|
2024
Q3 | $4.56M | Buy |
44,985
+35,083
| +354% | +$3.55M | 2.79% | 3 |
|
2024
Q2 | $961K | Buy |
9,902
+3,693
| +59% | +$358K | 0.62% | 69 |
|
2024
Q1 | $608K | Buy |
+6,209
| New | +$608K | 0.41% | 76 |
|