Essential Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $928K | Buy |
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