Destiny Wealth Partners’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 | $214K | Sell |
2,161
-16
| -0.7% | -$1.59K | 0.03% | 178 |
|
|
2025
Q1 | $215K | Buy |
2,177
+58
| +3% | +$5.74K | 0.03% | 155 |
|
|
2024
Q4 | $205K | Hold |
2,119
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $215K | Buy |
2,119
+16
| +0.8% | +$1.62K | 0.04% | 156 |
|
|
2024
Q2 | $204K | Hold |
2,103
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $206K | Hold |
2,103
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $207K | Buy |
+2,103
| New | +$207K | 0.04% | 152 |
|
|
2023
Q3 | – | Sell |
-2,103
| Closed | -$206K | – | 163 |
|
|
2023
Q2 | $206K | Sell |
2,103
-20
| -0.9% | -$1.96K | 0.04% | 159 |
|
|
2023
Q1 | $212K | Buy |
2,123
+1,329
| +167% | +$132K | 0.04% | 178 |
|
|
2022
Q4 | $77K | Buy |
+794
| New | +$77K | 0.02% | 247 |
|
|
2022
Q1 | – | Sell |
-237
| Closed | -$27K | – | 529 |
|
|
2021
Q4 | $27K | Buy |
+237
| New | +$27K | 0.01% | 369 |
|