Dynasty 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 | $245M | Sell |
2,466,758
-24,331
| -1% | -$2.41M | 4.17% | 9 |
|
|
2025
Q1 | $246M | Sell |
2,491,089
-457,241
| -16% | -$45.2M | 4.11% | 9 |
|
|
2024
Q4 | $286M | Sell |
2,948,330
-22,910
| -0.8% | -$2.22M | 4.93% | 5 |
|
|
2024
Q3 | $301M | Buy |
2,971,240
+581,019
| +24% | +$58.8M | 9.08% | 2 |
|
|
2024
Q2 | $232M | Buy |
2,390,221
+260,379
| +12% | +$25.3M | 6.84% | 4 |
|
|
2024
Q1 | $209M | Buy |
+2,129,842
| New | +$209M | 6.65% | 5 |
|