Guardian Wealth Advisors (North Carolina)’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 | $299K | Buy |
3,019
+1,683
| +126% | +$167K | 0.02% | 268 |
|
|
2025
Q1 | $132K | Sell |
1,336
-279
| -17% | -$27.6K | 0.01% | 331 |
|
|
2024
Q4 | $156K | Buy |
1,615
+745
| +86% | +$72.2K | 0.01% | 321 |
|
|
2024
Q3 | $88.1K | Hold |
870
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $84.5K | Hold |
870
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $85.2K | Sell |
870
-10
| -1% | -$979 | 0.01% | 291 |
|
|
2023
Q4 | $87.3K | Hold |
880
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $82.8K | Hold |
880
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $86.2K | Buy |
880
+870
| +8,700% | +$85.2K | 0.01% | 255 |
|
|
2023
Q1 | $996 | Buy |
+10
| New | +$996 | ﹤0.01% | 392 |
|
|
2022
Q3 | – | Sell |
-382
| Closed | -$39K | – | 344 |
|
|
2022
Q2 | $39K | Buy |
382
+338
| +768% | +$34.5K | 0.01% | 247 |
|
|
2022
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 224 |
|
|
2021
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 220 |
|