Bradley & Co Private 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 | $25.2K | Hold |
254
| – | – | 0.02% | 95 |
|
|
2025
Q1 | $25.1K | Hold |
254
| – | – | 0.02% | 93 |
|
|
2024
Q4 | $24.6K | Buy |
+254
| New | +$24.6K | 0.02% | 93 |
|
|
2024
Q2 | $24.7K | Hold |
254
| – | – | 0.02% | 88 |
|
|
2024
Q1 | $24.9K | Hold |
254
| – | – | 0.02% | 92 |
|
|
2023
Q4 | $25.2K | Hold |
254
| – | – | 0.02% | 89 |
|
|
2023
Q3 | $23.9K | Hold |
254
| – | – | 0.02% | 87 |
|
|
2023
Q2 | $24.9K | Hold |
254
| – | – | 0.02% | 86 |
|
|
2023
Q1 | $25.3K | Sell |
254
-48
| -16% | -$4.78K | 0.03% | 88 |
|
|
2022
Q4 | $29.3K | Sell |
302
-2,379
| -89% | -$231K | 0.04% | 79 |
|
|
2022
Q3 | $259K | Sell |
2,681
-48
| -2% | -$4.64K | 0.31% | 32 |
|
|
2022
Q2 | $278K | Sell |
2,729
-676
| -20% | -$68.9K | 0.31% | 38 |
|
|
2022
Q1 | $364K | Sell |
3,405
-4,570
| -57% | -$489K | 0.31% | 37 |
|
|
2021
Q4 | $910K | Buy |
7,975
+1,044
| +15% | +$119K | 0.73% | 25 |
|
|
2021
Q3 | $796K | Buy |
6,931
+3,791
| +121% | +$435K | 0.69% | 27 |
|
|
2021
Q2 | $362K | Sell |
3,140
-660
| -17% | -$76.1K | 0.32% | 39 |
|
|
2021
Q1 | $432K | Buy |
+3,800
| New | +$432K | 0.4% | 38 |
|