Iron Horse 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 | $10.2K | Buy |
103
+71
| +222% | +$7.02K | ﹤0.01% | 277 |
|
|
2025
Q1 | $3.13K | Buy |
32
+29
| +967% | +$2.83K | ﹤0.01% | 416 |
|
|
2024
Q4 | $250 | Hold |
3
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $258 | Hold |
3
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $245 | Hold |
3
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $245 | Buy |
3
+1
| +50% | +$82 | ﹤0.01% | 443 |
|
|
2023
Q4 | $247 | Hold |
2
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $231 | Hold |
2
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $239 | Hold |
2
| – | – | ﹤0.01% | 296 |
|
|
2023
Q1 | $241 | Hold |
2
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 237 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 246 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 215 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 206 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 198 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 187 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 180 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 168 |
|