Impact Partnership Wealth’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 | $305K | Sell |
3,077
-915
| -23% | -$90.8K | 0.06% | 208 |
|
|
2025
Q1 | $395K | Sell |
3,992
-136
| -3% | -$13.5K | 0.08% | 146 |
|
|
2024
Q4 | $400K | Buy |
4,128
+1,519
| +58% | +$147K | 0.08% | 162 |
|
|
2024
Q3 | $264K | Sell |
2,609
-232
| -8% | -$23.5K | 0.06% | 192 |
|
|
2024
Q2 | $276K | Buy |
2,841
+1,069
| +60% | +$104K | 0.07% | 171 |
|
|
2024
Q1 | $174K | Sell |
1,772
-379
| -18% | -$37.1K | 0.07% | 197 |
|
|
2023
Q4 | $214K | Buy |
2,151
+14
| +0.7% | +$1.39K | 0.08% | 171 |
|
|
2023
Q3 | $201K | Buy |
2,137
+1,293
| +153% | +$122K | 0.06% | 176 |
|
|
2023
Q2 | $82.7K | Buy |
+844
| New | +$82.7K | 0.03% | 210 |
|