Cherry Tree 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 | $2.57M | Sell |
25,887
-1,372
| -5% | -$136K | 0.6% | 44 |
|
|
2025
Q1 | $2.7M | Buy |
27,259
+546
| +2% | +$54K | 0.65% | 40 |
|
|
2024
Q4 | $2.59M | Sell |
26,713
-884
| -3% | -$85.7K | 0.64% | 41 |
|
|
2024
Q3 | $2.79M | Buy |
27,597
+39
| +0.1% | +$3.95K | 0.66% | 39 |
|
|
2024
Q2 | $2.68M | Sell |
27,558
-4,283
| -13% | -$416K | 0.67% | 39 |
|
|
2024
Q1 | $3.12M | Sell |
31,841
-741
| -2% | -$72.6K | 0.78% | 34 |
|
|
2023
Q4 | $3.23M | Buy |
32,582
+6,799
| +26% | +$675K | 0.86% | 30 |
|
|
2023
Q3 | $2.42M | Buy |
25,783
+2,013
| +8% | +$189K | 0.71% | 33 |
|
|
2023
Q2 | $2.33M | Buy |
+23,770
| New | +$2.33M | 0.68% | 33 |
|