Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $284K | Hold |
2,931
| – | – | 0.11% | 105 |
|
|
2024
Q3 | $297K | Hold |
2,931
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $285K | Hold |
2,931
| – | – | 0.12% | 101 |
|
|
2024
Q1 | $287K | Buy |
2,931
+571
| +24% | +$55.9K | 0.13% | 98 |
|
|
2023
Q4 | $234K | Hold |
2,360
| – | – | 0.11% | 110 |
|
|
2023
Q3 | $222K | Buy |
+2,360
| New | +$222K | 0.11% | 110 |
|