Bulltick 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 | $438K | Hold |
4,415
| – | – | 0.11% | 91 |
|
|
2025
Q1 | $437K | Hold |
4,415
| – | – | 0.12% | 96 |
|
|
2024
Q4 | $428K | Hold |
4,415
| – | – | 0.1% | 95 |
|
|
2024
Q3 | $447K | Buy |
4,415
+45
| +1% | +$4.56K | 0.11% | 85 |
|
|
2024
Q2 | $424K | Hold |
4,370
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $428K | Hold |
4,370
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $434K | Buy |
+4,370
| New | +$434K | 0.1% | 85 |
|
|
2023
Q3 | – | Sell |
-4,880
| Closed | -$478K | – | 113 |
|
|
2023
Q2 | $478K | Hold |
4,880
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $486K | Hold |
4,880
| – | – | 0.13% | 84 |
|
|
2022
Q4 | $473K | Buy |
+4,880
| New | +$473K | 0.13% | 73 |
|