GGM 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 | $3.73M | Sell |
37,699
-7,601
| -17% | -$751K | 2.07% | 8 |
|
|
2024
Q4 | $4.39M | Sell |
45,300
-3,011
| -6% | -$292K | 2.29% | 10 |
|
|
2024
Q3 | $4.89M | Sell |
48,311
-7,639
| -14% | -$774K | 2.11% | 10 |
|
|
2024
Q2 | $5.43M | Sell |
55,950
-4,256
| -7% | -$413K | 2.48% | 8 |
|
|
2024
Q1 | $5.83M | Sell |
60,206
-15,046
| -20% | -$1.46M | 2.72% | 8 |
|
|
2023
Q4 | $7.38M | Sell |
75,252
-7,485
| -9% | -$734K | 3.05% | 10 |
|
|
2023
Q3 | $7.78M | Sell |
82,737
-13,849
| -14% | -$1.3M | 3.37% | 5 |
|
|
2023
Q2 | $9.37M | Buy |
96,586
+13,224
| +16% | +$1.28M | 3.8% | 4 |
|
|
2023
Q1 | $8.31M | Buy |
83,362
+28,808
| +53% | +$2.87M | 4.74% | 3 |
|
|
2022
Q4 | $5.4M | Buy |
54,554
+6,116
| +13% | +$606K | 2.79% | 12 |
|
|
2022
Q3 | $4.58M | Buy |
48,438
+2,465
| +5% | +$233K | 2.47% | 12 |
|
|
2022
Q2 | $4.68M | Buy |
45,973
+41,360
| +897% | +$4.21M | 2.61% | 12 |
|
|
2022
Q1 | $475K | Buy |
+4,613
| New | +$475K | 0.24% | 80 |
|