Gen-Wealth Partners’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 | $29.9K | Buy |
301
+5
| +2% | +$497 | 0.01% | 381 |
|
2025
Q1 | $29.3K | Buy |
296
+2
| +0.7% | +$198 | 0.01% | 383 |
|
2024
Q4 | $28.5K | Buy |
294
+3
| +1% | +$291 | 0.01% | 406 |
|
2024
Q3 | $28.7K | Buy |
291
+243
| +506% | +$23.9K | 0.01% | 423 |
|
2024
Q2 | $4.66K | Hold |
48
| – | – | ﹤0.01% | 526 |
|
2024
Q1 | $4.7K | Buy |
+48
| New | +$4.7K | ﹤0.01% | 513 |
|