Forbes Financial Planning’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 | – | Sell |
-81,025
| Closed | -$8.01M | – | 35 |
|
|
2025
Q1 | $8.01M | Buy |
81,025
+1,555
| +2% | +$154K | 5.94% | 6 |
|
|
2024
Q4 | $7.7M | Buy |
79,470
+2,808
| +4% | +$272K | 3.73% | 8 |
|
|
2024
Q3 | $7.76M | Buy |
76,662
+1,138
| +2% | +$115K | 5.59% | 6 |
|
|
2024
Q2 | $7.33M | Buy |
75,524
+2,505
| +3% | +$243K | 5.76% | 6 |
|
|
2024
Q1 | $7.15M | Buy |
73,019
+769
| +1% | +$75.3K | 6.15% | 6 |
|
|
2023
Q4 | $7.17M | Buy |
72,250
+2,413
| +3% | +$239K | 6.68% | 5 |
|
|
2023
Q3 | $6.57M | Sell |
69,837
-486
| -0.7% | -$45.7K | 7.04% | 5 |
|
|
2023
Q2 | $6.89M | Sell |
70,323
-1,194
| -2% | -$117K | 6.65% | 5 |
|
|
2023
Q1 | $7.13M | Buy |
71,517
+16,186
| +29% | +$1.61M | 7.01% | 5 |
|
|
2022
Q4 | $5.33M | Hold |
55,331
| – | – | 7.76% | 2 |
|
|
2022
Q3 | $5.33M | Buy |
55,331
+5,456
| +11% | +$526K | 7.76% | 2 |
|
|
2022
Q2 | $5.08M | Buy |
+49,875
| New | +$5.08M | 7.28% | 4 |
|