ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.01K | Sell |
31
-848
| -96% | -$82.3K | ﹤0.01% | 638 |
|
|
2024
Q1 | $86.1K | Sell |
879
-387
| -31% | -$37.9K | 0.02% | 433 |
|
|
2023
Q4 | $126K | Buy |
+1,266
| New | +$126K | 0.03% | 325 |
|
|
2023
Q3 | – | Sell |
-680
| Closed | -$66.6K | – | 256 |
|
|
2023
Q2 | $66.6K | Buy |
680
+453
| +200% | +$44.4K | 0.02% | 428 |
|
|
2023
Q1 | $22.6K | Sell |
227
-696
| -75% | -$69.3K | 0.01% | 639 |
|
|
2022
Q4 | $89.7K | Sell |
923
-1,250
| -58% | -$121K | 0.02% | 392 |
|
|
2022
Q3 | $209K | Buy |
+2,173
| New | +$209K | 0.04% | 331 |
|