Goldstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,894
| Closed | -$1.1M | – | 200 |
|
|
2024
Q3 | $1.1M | Buy |
10,894
+448
| +4% | +$45.4K | 0.19% | 82 |
|
|
2024
Q2 | $1.01M | Sell |
10,446
-3,740
| -26% | -$363K | 0.2% | 80 |
|
|
2024
Q1 | $1.39M | Sell |
14,186
-998
| -7% | -$97.7K | 0.32% | 59 |
|
|
2023
Q4 | $1.51M | Sell |
15,184
-53,040
| -78% | -$5.26M | 0.39% | 51 |
|
|
2023
Q3 | $6.42M | Buy |
68,224
+707
| +1% | +$66.5K | 1.9% | 14 |
|
|
2023
Q2 | $6.61M | Sell |
67,517
-72,300
| -52% | -$7.08M | 1.94% | 15 |
|
|
2023
Q1 | $13.9M | Buy |
+139,817
| New | +$13.9M | 4.59% | 4 |
|