Defined 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 | $382K | Buy |
3,854
+182
| +5% | +$18.1K | 0.24% | 88 |
|
|
2025
Q1 | $363K | Buy |
3,672
+256
| +7% | +$25.3K | 0.24% | 87 |
|
|
2024
Q4 | $331K | Buy |
3,416
+240
| +8% | +$23.3K | 0.22% | 91 |
|
|
2024
Q3 | $322K | Buy |
3,176
+38
| +1% | +$3.85K | 0.21% | 94 |
|
|
2024
Q2 | $305K | Buy |
3,138
+98
| +3% | +$9.51K | 0.21% | 94 |
|
|
2024
Q1 | $298K | Buy |
+3,040
| New | +$298K | 0.21% | 94 |
|
|
2021
Q1 | – | Sell |
-238
| Closed | -$28K | – | 98 |
|
|
2020
Q4 | $28K | Buy |
+238
| New | +$28K | 0.03% | 157 |
|