FRG Family Wealth Advisors’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 | – | Sell |
-5,785
| Closed | -$561K | – | 145 |
|
|
2024
Q4 | $561K | Buy |
5,785
+1,300
| +29% | +$126K | 0.1% | 99 |
|
|
2024
Q3 | $454K | Buy |
+4,485
| New | +$454K | 0.08% | 108 |
|
|
2021
Q1 | – | Sell |
-18,700
| Closed | -$2.21M | – | 133 |
|
|
2020
Q4 | $2.21M | Hold |
18,700
| – | – | 0.48% | 46 |
|
|
2020
Q3 | $2.21M | Buy |
+18,700
| New | +$2.21M | 0.54% | 44 |
|
|
2016
Q4 | – | Sell |
-1,837
| Closed | -$207K | – | 130 |
|
|
2016
Q3 | $207K | Hold |
1,837
| – | – | 0.09% | 122 |
|
|
2016
Q2 | $207K | Hold |
1,837
| – | – | 0.09% | 121 |
|
|
2016
Q1 | $203K | Buy |
+1,837
| New | +$203K | 0.1% | 121 |
|