GW Henssler & Associates’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 | $740K | Hold |
7,464
| – | – | 0.04% | 114 |
|
2025
Q1 | $738K | Hold |
7,464
| – | – | 0.04% | 105 |
|
2024
Q4 | $756K | Hold |
7,464
| – | – | 0.04% | 99 |
|
2024
Q3 | $756K | Buy |
+7,464
| New | +$756K | 0.04% | 101 |
|
2023
Q2 | – | Sell |
-2,989
| Closed | -$298K | – | 207 |
|
2023
Q1 | $298K | Buy |
+2,989
| New | +$298K | 0.02% | 169 |
|