Genesis 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
Q2 | $670K | Sell |
6,753
-1,240
| -16% | -$123K | 0.5% | 27 |
|
|
2025
Q1 | $791K | Sell |
7,993
-694
| -8% | -$68.7K | 0.64% | 23 |
|
|
2024
Q4 | $842K | Buy |
+8,687
| New | +$842K | 0.73% | 27 |
|
|
2015
Q2 | $5.69M | Buy |
52,345
+4,275
| +9% | +$465K | 4.63% | 5 |
|
|
2015
Q1 | $5.36M | Buy |
48,070
+1,812
| +4% | +$202K | 4.46% | 4 |
|
|
2014
Q4 | $5.15M | Buy |
+46,258
| New | +$5.15M | 4.09% | 5 |
|