Golden State Wealth Management’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 | $25.5M | Buy |
256,641
+9,815
| +4% | +$974K | 3.1% | 4 |
|
|
2025
Q1 | $24.4M | Buy |
246,826
+5,555
| +2% | +$550K | 3.63% | 3 |
|
|
2024
Q4 | $23.4M | Buy |
+241,271
| New | +$23.4M | 3.5% | 3 |
|
|
2022
Q1 | $29M | Sell |
270,547
-15,737
| -5% | -$1.69M | 5.68% | 2 |
|
|
2021
Q4 | $32.7M | Sell |
286,284
-8,012
| -3% | -$914K | 5.62% | 2 |
|
|
2021
Q3 | $33.8M | Buy |
294,296
+7,506
| +3% | +$862K | 7.35% | 1 |
|
|
2021
Q2 | $33.1M | Buy |
286,790
+24,200
| +9% | +$2.79M | 7.29% | 1 |
|
|
2021
Q1 | $29.9M | Sell |
262,590
-399
| -0.2% | -$45.4K | 9.85% | 1 |
|
|
2020
Q4 | $31.1M | Buy |
262,989
+1,976
| +0.8% | +$234K | 9.01% | 1 |
|
|
2020
Q3 | $30.8M | Buy |
261,013
+259,164
| +14,016% | +$30.6M | 10.3% | 1 |
|
|
2020
Q2 | $218K | Sell |
1,849
-272,469
| -99% | -$32.1M | 0.07% | 171 |
|
|
2020
Q1 | $31.6M | Buy |
274,318
+258,601
| +1,645% | +$29.8M | 13.95% | 1 |
|
|
2019
Q4 | $1.77M | Sell |
15,717
-250,958
| -94% | -$28.2M | 0.34% | 21 |
|
|
2019
Q3 | $30.2M | Buy |
266,675
+5,119
| +2% | +$579K | 9.96% | 1 |
|
|
2019
Q2 | $29.1M | Buy |
261,556
+6,359
| +2% | +$708K | 9.24% | 1 |
|
|
2019
Q1 | $27.8M | Buy |
+255,197
| New | +$27.8M | 9.3% | 1 |
|