CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $827K | Buy |
8,170
+373
| +5% | +$37.8K | 0.21% | 79 |
|
|
2024
Q2 | $757K | Buy |
7,797
+362
| +5% | +$35.1K | 0.21% | 81 |
|
|
2024
Q1 | $728K | Buy |
7,435
+1,757
| +31% | +$172K | 0.21% | 80 |
|
|
2023
Q4 | $564K | Buy |
5,678
+195
| +4% | +$19.4K | 0.18% | 90 |
|
|
2023
Q3 | $516K | Buy |
5,483
+545
| +11% | +$51.3K | 0.18% | 92 |
|
|
2023
Q2 | $484K | Buy |
4,938
+84
| +2% | +$8.23K | 0.17% | 91 |
|
|
2023
Q1 | $484K | Buy |
4,854
+581
| +14% | +$57.9K | 0.18% | 92 |
|
|
2022
Q4 | $414K | Buy |
+4,273
| New | +$414K | 0.17% | 98 |
|