Brown 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 | $459K | Hold |
4,626
| – | – | 0.14% | 69 |
|
|
2025
Q1 | $458K | Buy |
4,626
+261
| +6% | +$25.8K | 0.16% | 61 |
|
|
2024
Q4 | $423K | Buy |
4,365
+9
| +0.2% | +$872 | 0.15% | 56 |
|
|
2024
Q3 | $441K | Buy |
+4,356
| New | +$441K | 0.16% | 57 |
|
|
2023
Q3 | – | Sell |
-3,924
| Closed | -$384K | – | 84 |
|
|
2023
Q2 | $384K | Buy |
+3,924
| New | +$384K | 0.2% | 63 |
|