International Private Wealth Advisors’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 | $885K | Sell |
8,918
-1,188
| -12% | -$118K | 0.76% | 33 |
|
|
2025
Q1 | $1,000K | Sell |
10,106
-3,042
| -23% | -$301K | 0.96% | 25 |
|
|
2024
Q4 | $1.27M | Buy |
13,148
+4,160
| +46% | +$403K | 1.27% | 16 |
|
|
2024
Q3 | $910K | Buy |
8,988
+368
| +4% | +$37.3K | 1.33% | 17 |
|
|
2024
Q2 | $837K | Buy |
8,620
+886
| +11% | +$86K | 1.41% | 14 |
|
|
2024
Q1 | $757K | Sell |
7,734
-1,937
| -20% | -$190K | 1.46% | 11 |
|
|
2023
Q4 | $960K | Buy |
+9,671
| New | +$960K | 0.95% | 26 |
|