EPG 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 | $3.83K | Buy |
39
+1
| +3% | +$98 | ﹤0.01% | 296 |
|
|
2025
Q1 | $3.78K | Hold |
38
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $3.68K | Hold |
38
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $3.85K | Buy |
+38
| New | +$3.85K | ﹤0.01% | 399 |
|
|
2024
Q2 | – | Sell |
-38
| Closed | -$3.72K | – | 421 |
|
|
2024
Q1 | $3.72K | Hold |
38
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $3.68K | Buy |
+38
| New | +$3.68K | ﹤0.01% | 401 |
|
|
2023
Q3 | – | Sell |
-59
| Closed | -$5.78K | – | 422 |
|
|
2023
Q2 | $5.78K | Buy |
+59
| New | +$5.78K | ﹤0.01% | 377 |
|
|
2022
Q1 | – | Sell |
-225
| Closed | -$26K | – | 397 |
|
|
2021
Q4 | $26K | Buy |
225
+1
| +0.4% | +$116 | 0.01% | 326 |
|
|
2021
Q3 | $26K | Buy |
+224
| New | +$26K | 0.01% | 303 |
|
|
2020
Q2 | – | Sell |
-244
| Closed | -$28K | – | 156 |
|
|
2020
Q1 | $28K | Sell |
244
-107
| -30% | -$12.3K | 0.02% | 345 |
|
|
2019
Q4 | $39K | Buy |
+351
| New | +$39K | 0.03% | 260 |
|