Independent Wealth Network’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 | $640K | Buy |
6,447
+279
| +5% | +$27.7K | 0.23% | 105 |
|
|
2025
Q1 | $610K | Buy |
6,168
+2,234
| +57% | +$221K | 0.24% | 105 |
|
|
2024
Q4 | $381K | Sell |
3,934
-2,050
| -34% | -$199K | 0.15% | 150 |
|
|
2024
Q3 | $606K | Sell |
5,984
-107
| -2% | -$10.8K | 0.27% | 98 |
|
|
2024
Q2 | $591K | Sell |
6,091
-233
| -4% | -$22.6K | 0.28% | 95 |
|
|
2024
Q1 | $619K | Buy |
6,324
+147
| +2% | +$14.4K | 0.29% | 86 |
|
|
2023
Q4 | $613K | Buy |
6,177
+179
| +3% | +$17.8K | 0.32% | 79 |
|
|
2023
Q3 | $564K | Buy |
5,998
+476
| +9% | +$44.8K | 0.35% | 75 |
|
|
2023
Q2 | $541K | Buy |
5,522
+232
| +4% | +$22.7K | 0.33% | 82 |
|
|
2023
Q1 | $527K | Sell |
5,290
-75
| -1% | -$7.47K | 0.34% | 71 |
|
|
2022
Q4 | $520K | Sell |
5,365
-13
| -0.2% | -$1.26K | 0.36% | 64 |
|
|
2022
Q3 | $518K | Sell |
5,378
-131
| -2% | -$12.6K | 0.4% | 61 |
|
|
2022
Q2 | $560K | Sell |
5,509
-1,359
| -20% | -$138K | 0.4% | 63 |
|
|
2022
Q1 | $736K | Buy |
6,868
+2,427
| +55% | +$260K | 0.47% | 57 |
|
|
2021
Q4 | $507K | Sell |
4,441
-37
| -0.8% | -$4.22K | 0.31% | 87 |
|
|
2021
Q3 | $512K | Buy |
+4,478
| New | +$512K | 0.33% | 86 |
|