FSC 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 |
-3,957
| Closed | -$383K | – | 263 |
|
|
2024
Q4 | $383K | Buy |
+3,957
| New | +$383K | 0.25% | 52 |
|
|
2024
Q1 | – | Sell |
-4,986
| Closed | -$495K | – | 256 |
|
|
2023
Q4 | $495K | Buy |
+4,986
| New | +$495K | 0.36% | 31 |
|
|
2023
Q1 | – | Sell |
-3,613
| Closed | -$350K | – | 173 |
|
|
2022
Q4 | $350K | Buy |
+3,613
| New | +$350K | 0.6% | 12 |
|
|
2022
Q3 | – | Sell |
-13,171
| Closed | -$1.34M | – | 198 |
|
|
2022
Q2 | $1.34M | Buy |
+13,171
| New | +$1.34M | 11.87% | 1 |
|