Householder Group Estate & Retirement Specialist’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 | $14K | Sell |
149
-3,290
| -96% | -$309K | 0.01% | 324 |
|
|
2024
Q3 | $348K | Sell |
3,439
-112
| -3% | -$11.3K | 0.1% | 176 |
|
|
2024
Q2 | $344K | Sell |
3,551
-71
| -2% | -$6.88K | 0.1% | 175 |
|
|
2024
Q1 | $355K | Buy |
3,622
+192
| +6% | +$18.8K | 0.11% | 167 |
|
|
2023
Q4 | $340K | Sell |
3,430
-350
| -9% | -$34.7K | 0.11% | 168 |
|
|
2023
Q3 | $355K | Buy |
+3,780
| New | +$355K | 0.13% | 147 |
|
|
2023
Q1 | $450K | Buy |
+4,513
| New | +$450K | 0.17% | 115 |
|
|
2022
Q4 | – | Sell |
-5,742
| Closed | -$553K | – | 365 |
|
|
2022
Q3 | $553K | Sell |
5,742
-1,472
| -20% | -$142K | 0.23% | 98 |
|
|
2022
Q2 | $733K | Sell |
7,214
-1,260
| -15% | -$128K | 0.33% | 70 |
|
|
2022
Q1 | $908K | Sell |
8,474
-372
| -4% | -$39.9K | 0.37% | 72 |
|
|
2021
Q4 | $1.01M | Buy |
+8,846
| New | +$1.01M | 0.38% | 71 |
|