Cooksen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
25,009
+1,667
| +7% | +$165K | 1.99% | 17 |
|
|
2025
Q1 | $2.29M | Sell |
23,342
-2,016
| -8% | -$197K | 2.32% | 16 |
|
|
2024
Q4 | $2.46M | Buy |
25,358
+1,882
| +8% | +$182K | 2.26% | 16 |
|
|
2024
Q3 | $2.38M | Buy |
23,476
+761
| +3% | +$77.1K | 2.22% | 17 |
|
|
2024
Q2 | $2.2M | Sell |
22,715
-627
| -3% | -$60.9K | 2.22% | 16 |
|
|
2024
Q1 | $2.29M | Sell |
23,342
-40
| -0.2% | -$3.92K | 2.38% | 16 |
|
|
2023
Q4 | $2.32M | Buy |
+23,382
| New | +$2.32M | 2.64% | 13 |
|