FSA 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 | $23.2K | Hold |
212
| – | – | 0.01% | 228 |
|
2025
Q1 | $22.2K | Buy |
212
+76
| +56% | +$7.95K | 0.01% | 213 |
|
2024
Q4 | $13.2K | Hold |
136
| – | – | 0.01% | 274 |
|
2024
Q3 | $13.8K | Buy |
+136
| New | +$13.8K | 0.01% | 279 |
|
2024
Q1 | $13.3K | Hold |
136
| – | – | 0.01% | 294 |
|
2023
Q4 | $13K | Buy |
+136
| New | +$13K | 0.01% | 284 |
|
2020
Q3 | – | Sell |
-58
| Closed | -$7K | – | 66 |
|
2020
Q2 | $7K | Buy |
+58
| New | +$7K | ﹤0.01% | 295 |
|