Forza 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 | $1.22M | Hold |
12,337
| – | – | 0.5% | 47 |
|
|
2025
Q1 | $1.22M | Buy |
12,337
+750
| +6% | +$74.2K | 0.55% | 45 |
|
|
2024
Q4 | $1.12M | Sell |
11,587
-142
| -1% | -$13.8K | 0.51% | 47 |
|
|
2024
Q3 | $1.19M | Hold |
11,729
| – | – | 0.54% | 50 |
|
|
2024
Q2 | $1.14M | Buy |
11,729
+250
| +2% | +$24.3K | 0.59% | 47 |
|
|
2024
Q1 | $1.12M | Buy |
11,479
+400
| +4% | +$39.2K | 0.58% | 50 |
|
|
2023
Q4 | $1.1M | Sell |
11,079
-9,850
| -47% | -$978K | 0.61% | 50 |
|
|
2023
Q3 | $1.97M | Hold |
20,929
| – | – | 1.02% | 25 |
|
|
2023
Q2 | $2.05M | Buy |
20,929
+135
| +0.6% | +$13.2K | 1.03% | 23 |
|
|
2023
Q1 | $2.07M | Buy |
20,794
+65
| +0.3% | +$6.48K | 1.07% | 23 |
|
|
2022
Q4 | $2.01M | Buy |
+20,729
| New | +$2.01M | 1.33% | 21 |
|