Financial Network 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
Q1 | $1.34M | Sell |
13,560
-6,120
| -31% | -$605K | 0.47% | 39 |
|
|
2024
Q4 | $1.91M | Sell |
19,680
-481
| -2% | -$46.6K | 0.68% | 28 |
|
|
2024
Q3 | $2.04M | Sell |
20,161
-571
| -3% | -$57.8K | 0.73% | 28 |
|
|
2024
Q2 | $2.01M | Sell |
20,732
-104
| -0.5% | -$10.1K | 0.77% | 28 |
|
|
2024
Q1 | $2.01M | Sell |
20,836
-349
| -2% | -$33.6K | 0.95% | 28 |
|
|
2023
Q4 | $2.1M | Sell |
21,185
-2,179
| -9% | -$216K | 0.91% | 21 |
|
|
2023
Q3 | $2.18M | Buy |
23,364
+824
| +4% | +$76.9K | 1.06% | 19 |
|
|
2023
Q2 | $2.2M | Sell |
22,540
-766
| -3% | -$74.7K | 1.02% | 22 |
|
|
2023
Q1 | $2.32M | Sell |
23,306
-1,887
| -7% | -$188K | 1.15% | 20 |
|
|
2022
Q4 | $2.44M | Buy |
+25,193
| New | +$2.44M | 1.32% | 18 |
|