Elevate Wealth Advisory’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 | $30.9K | Hold |
311
| – | – | 0.02% | 111 |
|
|
2025
Q1 | $30.8K | Hold |
311
| – | – | 0.02% | 106 |
|
|
2024
Q4 | $30.1K | Hold |
311
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $31.5K | Hold |
311
| – | – | 0.02% | 99 |
|
|
2024
Q2 | $30.2K | Sell |
311
-39
| -11% | -$3.79K | 0.02% | 93 |
|
|
2024
Q1 | $34.3K | Buy |
350
+42
| +14% | +$4.11K | 0.03% | 88 |
|
|
2023
Q4 | $30.6K | Buy |
+308
| New | +$30.6K | 0.03% | 89 |
|