Independent Solutions 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 | $11.6M | Buy |
116,650
+305
| +0.3% | +$30.3K | 2.26% | 9 |
|
|
2025
Q1 | $11.5M | Buy |
116,345
+1,666
| +1% | +$165K | 2.58% | 5 |
|
|
2024
Q4 | $11.1M | Sell |
114,679
-33,337
| -23% | -$3.23M | 2.43% | 7 |
|
|
2024
Q3 | $15M | Sell |
148,016
-3,110
| -2% | -$315K | 3.39% | 5 |
|
|
2024
Q2 | $14.7M | Buy |
151,126
+1,372
| +0.9% | +$133K | 3.36% | 4 |
|
|
2024
Q1 | $14.7M | Buy |
149,754
+9,644
| +7% | +$945K | 3.48% | 4 |
|
|
2023
Q4 | $13.9M | Sell |
140,110
-4,077
| -3% | -$405K | 3.57% | 4 |
|
|
2023
Q3 | $13.6M | Buy |
144,187
+6,160
| +4% | +$579K | 3.52% | 4 |
|
|
2023
Q2 | $13.5M | Sell |
138,027
-1,259
| -0.9% | -$123K | 3.4% | 4 |
|
|
2023
Q1 | $13.9M | Sell |
139,286
-213
| -0.2% | -$21.2K | 4.09% | 3 |
|
|
2022
Q4 | $13.5M | Buy |
139,499
+12,583
| +10% | +$1.22M | 4.12% | 2 |
|
|
2022
Q3 | $12.2M | Sell |
126,916
-3,664
| -3% | -$353K | 4.01% | 3 |
|
|
2022
Q2 | $13.3M | Sell |
130,580
-9,359
| -7% | -$952K | 4.14% | 3 |
|
|
2022
Q1 | $15M | Sell |
139,939
-1,300
| -0.9% | -$139K | 3.53% | 4 |
|
|
2021
Q4 | $16.1M | Sell |
141,239
-6,846
| -5% | -$781K | 3.8% | 3 |
|
|
2021
Q3 | $17M | Sell |
148,085
-9,320
| -6% | -$1.07M | 4.21% | 3 |
|
|
2021
Q2 | $18.2M | Sell |
157,405
-3,663
| -2% | -$422K | 4.41% | 3 |
|
|
2021
Q1 | $18.3M | Buy |
161,068
+30,720
| +24% | +$3.5M | 5.04% | 3 |
|
|
2020
Q4 | $15.4M | Buy |
130,348
+20,255
| +18% | +$2.39M | 4.81% | 3 |
|
|
2020
Q3 | $13M | Buy |
110,093
+19,416
| +21% | +$2.29M | 4.96% | 3 |
|
|
2020
Q2 | $10.7M | Buy |
90,677
+10,039
| +12% | +$1.19M | 4.58% | 3 |
|
|
2020
Q1 | $9.3M | Sell |
80,638
-3,720
| -4% | -$429K | 5.14% | 3 |
|
|
2019
Q4 | $9.48M | Buy |
+84,358
| New | +$9.48M | 4.2% | 4 |
|