Cornerstone Planning 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 | $57.9K | Sell |
583
-103
| -15% | -$10.2K | 0.01% | 216 |
|
|
2025
Q1 | $67.1K | Buy |
686
+114
| +20% | +$11.1K | 0.02% | 192 |
|
|
2024
Q4 | $55.8K | Sell |
572
-120
| -17% | -$11.7K | 0.01% | 172 |
|
|
2024
Q3 | $68.2K | Sell |
692
-413
| -37% | -$40.7K | 0.02% | 152 |
|
|
2024
Q2 | $111K | Buy |
1,105
+72
| +7% | +$7.22K | 0.03% | 125 |
|
|
2024
Q1 | $99.3K | Hold |
1,033
| – | – | 0.03% | 119 |
|
|
2023
Q4 | $103K | Sell |
1,033
-310
| -23% | -$30.8K | 0.03% | 116 |
|
|
2023
Q3 | $126K | Sell |
1,343
-917
| -41% | -$86.2K | 0.05% | 100 |
|
|
2023
Q2 | $221K | Buy |
+2,260
| New | +$221K | 0.09% | 88 |
|
|
2022
Q4 | $257K | Buy |
+2,555
| New | +$257K | 0.11% | 84 |
|