Garrett Wealth Advisory Group’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 | $256K | Sell |
2,581
-51
| -2% | -$5.06K | 0.05% | 95 |
|
|
2025
Q1 | $260K | Hold |
2,632
| – | – | 0.06% | 91 |
|
|
2024
Q4 | $255K | Sell |
2,632
-290
| -10% | -$28.1K | 0.06% | 89 |
|
|
2024
Q3 | $296K | Buy |
2,922
+1
| +0% | +$101 | 0.07% | 72 |
|
|
2024
Q2 | $284K | Buy |
+2,921
| New | +$284K | 0.1% | 69 |
|
|
2019
Q4 | – | Sell |
-731
| Closed | -$82.8K | – | 71 |
|
|
2019
Q3 | $82.8K | Buy |
+731
| New | +$82.8K | 0.06% | 98 |
|