Capital Advisors Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.01M | Sell |
|
|||||
|
2025
Q2 | $3.99M | Sell |
|
|||||
|
2025
Q1 | $4.26M | Sell |
|
|||||
|
2024
Q4 | $4.6M | Sell |
|
|||||
|
2024
Q3 | $5.32M | Buy |
|
|||||
|
2024
Q2 | $5.08M | Sell |
|
|||||
|
2024
Q1 | $5.94M | Sell |
|
|||||
|
2023
Q4 | $6.58M | Sell |
|
|||||
|
2023
Q3 | $8.54M | Buy |
|
|||||
|
2023
Q2 | $7.95M | Buy |
|
|||||
|
2023
Q1 | $4.11M | Buy |
|
|||||
|
2022
Q4 | $456K | Sell |
|
|||||
|
2022
Q3 | $483K | Sell |
|
|||||
|
2022
Q2 | $614K | Sell |
|
|||||
|
2022
Q1 | $1.15M | Sell |
|
|||||
|
2021
Q4 | $1.28M | Sell |
|
|||||
|
2021
Q3 | $1.67M | Sell |
|
|||||
|
2021
Q2 | $1.86M | Sell |
|
|||||
|
2021
Q1 | $4.3M | Buy |
|