Cahill 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
Q1 | $2.66M | Buy |
26,877
+189
| +0.7% | +$18.7K | 1.35% | 14 |
|
|
2024
Q4 | $2.59M | Sell |
26,688
-286
| -1% | -$27.7K | 1.32% | 14 |
|
|
2024
Q3 | $2.73M | Sell |
26,974
-3,256
| -11% | -$330K | 1.41% | 14 |
|
|
2024
Q2 | $2.93M | Buy |
30,230
+1,154
| +4% | +$112K | 1.75% | 11 |
|
|
2024
Q1 | $2.85M | Sell |
29,076
-1,509
| -5% | -$148K | 1.66% | 12 |
|
|
2023
Q4 | $3.04M | Buy |
30,585
+3,525
| +13% | +$350K | 2.04% | 10 |
|
|
2023
Q3 | $2.54M | Sell |
27,060
-516
| -2% | -$48.5K | 1.95% | 10 |
|
|
2023
Q2 | $2.7M | Buy |
27,576
+2,943
| +12% | +$288K | 1.86% | 11 |
|
|
2023
Q1 | $2.45M | Buy |
24,633
+1,015
| +4% | +$101K | 1.81% | 11 |
|
|
2022
Q4 | $2.33M | Sell |
23,618
-12,670
| -35% | -$1.25M | 1.69% | 11 |
|
|
2022
Q3 | $3.5M | Sell |
36,288
-805
| -2% | -$77.6K | 3.12% | 7 |
|
|
2022
Q2 | $3.77M | Sell |
37,093
-295
| -0.8% | -$30K | 3.19% | 7 |
|
|
2022
Q1 | $4M | Buy |
+37,388
| New | +$4M | 2.97% | 7 |
|