Family 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 | $3.16M | Sell |
31,825
-4,744
| -13% | -$471K | 1.26% | 17 |
|
|
2025
Q1 | $3.62M | Sell |
36,569
-2,438
| -6% | -$241K | 1.65% | 17 |
|
|
2024
Q4 | $3.78M | Buy |
39,007
+2,587
| +7% | +$251K | 1.8% | 17 |
|
|
2024
Q3 | $3.69M | Sell |
36,420
-4,057
| -10% | -$411K | 1.89% | 17 |
|
|
2024
Q2 | $3.93M | Buy |
40,477
+1,340
| +3% | +$130K | 2.04% | 17 |
|
|
2024
Q1 | $3.83M | Sell |
39,137
-9,934
| -20% | -$973K | 2.17% | 17 |
|
|
2023
Q4 | $4.87M | Buy |
+49,071
| New | +$4.87M | 3.76% | 8 |
|