Horizons 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 | $1.3M | Buy |
13,130
+287
| +2% | +$28.5K | 0.93% | 22 |
|
|
2025
Q1 | $1.27M | Buy |
12,843
+338
| +3% | +$33.4K | 0.95% | 21 |
|
|
2024
Q4 | $1.21M | Buy |
12,505
+382
| +3% | +$37K | 0.92% | 21 |
|
|
2024
Q3 | $1.23M | Buy |
12,123
+220
| +2% | +$22.3K | 0.94% | 23 |
|
|
2024
Q2 | $1.17M | Buy |
11,903
+1,092
| +10% | +$107K | 0.92% | 23 |
|
|
2024
Q1 | $1.07M | Hold |
10,811
| – | – | 0.7% | 24 |
|
|
2023
Q4 | $1.07M | Buy |
10,811
+4,925
| +84% | +$489K | 0.7% | 24 |
|
|
2023
Q3 | $554K | Buy |
5,886
+284
| +5% | +$26.7K | 0.4% | 36 |
|
|
2023
Q2 | $549K | Sell |
5,602
-110
| -2% | -$10.8K | 0.39% | 34 |
|
|
2023
Q1 | $569K | Sell |
5,712
-574
| -9% | -$57.2K | 0.42% | 32 |
|
|
2022
Q4 | $610K | Buy |
6,286
+760
| +14% | +$73.8K | 0.49% | 28 |
|
|
2022
Q3 | $532K | Buy |
5,526
+146
| +3% | +$14.1K | 0.49% | 24 |
|
|
2022
Q2 | $553K | Buy |
+5,380
| New | +$553K | 0.45% | 26 |
|