GSB 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 | $1.98M | Sell |
19,997
-279
| -1% | -$27.7K | 0.49% | 70 |
|
|
2025
Q1 | $2.01M | Sell |
20,276
-42
| -0.2% | -$4.16K | 0.53% | 72 |
|
|
2024
Q4 | $1.97M | Buy |
20,318
+696
| +4% | +$67.4K | 0.51% | 69 |
|
|
2024
Q3 | $1.99M | Buy |
19,622
+1,237
| +7% | +$125K | 0.51% | 69 |
|
|
2024
Q2 | $1.78M | Buy |
18,385
+1,007
| +6% | +$97.7K | 0.49% | 71 |
|
|
2024
Q1 | $1.7M | Buy |
17,378
+2,695
| +18% | +$264K | 0.48% | 73 |
|
|
2023
Q4 | $1.46M | Sell |
14,683
-705
| -5% | -$70K | 0.45% | 76 |
|
|
2023
Q3 | $1.45M | Buy |
15,388
+1,026
| +7% | +$96.5K | 0.48% | 70 |
|
|
2023
Q2 | $1.41M | Sell |
14,362
-940
| -6% | -$92.1K | 0.46% | 76 |
|
|
2023
Q1 | $1.52M | Buy |
15,302
+1,809
| +13% | +$180K | 0.5% | 74 |
|
|
2022
Q4 | $1.31M | Sell |
13,493
-1
| -0% | -$97 | 0.47% | 79 |
|
|
2022
Q3 | $1.3M | Sell |
13,494
-609
| -4% | -$58.7K | 0.47% | 76 |
|
|
2022
Q2 | $1.43M | Sell |
14,103
-1,642
| -10% | -$167K | 0.49% | 76 |
|
|
2022
Q1 | $1.69M | Buy |
15,745
+175
| +1% | +$18.7K | 0.49% | 72 |
|
|
2021
Q4 | $1.78M | Buy |
+15,570
| New | +$1.78M | 0.51% | 69 |
|
|
2021
Q3 | – | Sell |
-13,764
| Closed | -$1.59M | – | 155 |
|
|
2021
Q2 | $1.59M | Sell |
13,764
-209
| -1% | -$24.1K | 0.49% | 68 |
|
|
2021
Q1 | $1.59M | Buy |
+13,973
| New | +$1.59M | 0.53% | 61 |
|