Brady Family Wealth’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 | $791K | Hold |
7,971
| – | – | 0.24% | 70 |
|
|
2025
Q1 | $788K | Hold |
7,971
| – | – | 0.25% | 69 |
|
|
2024
Q4 | $772K | Sell |
7,971
-2,627
| -25% | -$255K | 0.24% | 71 |
|
|
2024
Q3 | $1.07M | Hold |
10,598
| – | – | 0.32% | 63 |
|
|
2024
Q2 | $1.03M | Hold |
10,598
| – | – | 0.33% | 63 |
|
|
2024
Q1 | $1.04M | Buy |
10,598
+153
| +1% | +$15K | 0.34% | 64 |
|
|
2023
Q4 | $1.04M | Buy |
10,445
+6,307
| +152% | +$626K | 0.36% | 61 |
|
|
2023
Q3 | $389K | Buy |
4,138
+555
| +15% | +$52.2K | 0.15% | 85 |
|
|
2023
Q2 | $351K | Sell |
3,583
-85
| -2% | -$8.33K | 0.13% | 93 |
|
|
2023
Q1 | $365K | Sell |
3,668
-88
| -2% | -$8.77K | 0.14% | 89 |
|
|
2022
Q4 | $364K | Buy |
+3,756
| New | +$364K | 0.15% | 90 |
|