Boyd 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 | $34.9M | Sell |
351,574
-12,969
| -4% | -$1.29M | 15.1% | 2 |
|
|
2025
Q1 | $36.1M | Buy |
364,543
+117,072
| +47% | +$11.6M | 17.97% | 1 |
|
|
2024
Q4 | $24M | Buy |
247,471
+98,067
| +66% | +$9.5M | 11.82% | 2 |
|
|
2024
Q3 | $15.1M | Sell |
149,404
-15,073
| -9% | -$1.53M | 7.67% | 4 |
|
|
2024
Q2 | $16M | Sell |
164,477
-32,624
| -17% | -$3.17M | 8.81% | 2 |
|
|
2024
Q1 | $19.3M | Buy |
197,101
+56,233
| +40% | +$5.51M | 11.03% | 2 |
|
|
2023
Q4 | $14M | Buy |
140,868
+8,017
| +6% | +$796K | 8.69% | 3 |
|
|
2023
Q3 | $12.5M | Sell |
132,851
-16,780
| -11% | -$1.58M | 8.39% | 4 |
|
|
2023
Q2 | $14.7M | Sell |
149,631
-16,225
| -10% | -$1.59M | 8.9% | 4 |
|
|
2023
Q1 | $16.5M | Sell |
165,856
-65,894
| -28% | -$6.57M | 11.47% | 1 |
|
|
2022
Q4 | $22.5M | Buy |
231,750
+12,494
| +6% | +$1.21M | 16.5% | 1 |
|
|
2022
Q3 | $21.1M | Buy |
219,256
+23,370
| +12% | +$2.25M | 16.9% | 1 |
|
|
2022
Q2 | $19.9M | Buy |
195,886
+37,704
| +24% | +$3.83M | 16.27% | 1 |
|
|
2022
Q1 | $16.9M | Buy |
158,182
+79,257
| +100% | +$8.49M | 12.67% | 1 |
|
|
2021
Q4 | $9M | Buy |
+78,925
| New | +$9M | 6.54% | 6 |
|