CFO4Life Group’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 | – | Sell |
-4,279
| Closed | -$423K | – | 229 |
|
|
2025
Q1 | $423K | Sell |
4,279
-122
| -3% | -$12.1K | 0.07% | 129 |
|
|
2024
Q4 | $426K | Sell |
4,401
-788
| -15% | -$76.4K | 0.07% | 125 |
|
|
2024
Q3 | $525K | Buy |
5,189
+808
| +18% | +$81.8K | 0.09% | 116 |
|
|
2024
Q2 | $425K | Sell |
4,381
-686
| -14% | -$66.6K | 0.08% | 122 |
|
|
2024
Q1 | $496K | Sell |
5,067
-1,029
| -17% | -$101K | 0.09% | 113 |
|
|
2023
Q4 | $605K | Sell |
6,096
-6,135
| -50% | -$609K | 0.12% | 100 |
|
|
2023
Q3 | $1.15M | Sell |
12,231
-405
| -3% | -$38.1K | 0.27% | 52 |
|
|
2023
Q2 | $1.24M | Sell |
12,636
-5,752
| -31% | -$563K | 0.27% | 47 |
|
|
2023
Q1 | $1.83M | Sell |
18,388
-35,474
| -66% | -$3.53M | 0.42% | 35 |
|
|
2022
Q4 | $5.22M | Buy |
+53,862
| New | +$5.22M | 1.11% | 22 |
|