Ironwood Wealth Management (Arizona)’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 | $12K | Sell |
121
-61
| -34% | -$6.05K | ﹤0.01% | 40 |
|
|
2025
Q1 | $18K | Buy |
182
+15
| +9% | +$1.48K | 0.01% | 40 |
|
|
2024
Q4 | $16.2K | Sell |
167
-3,323
| -95% | -$321K | 0.01% | 42 |
|
|
2024
Q3 | $353K | Sell |
3,490
-1,683
| -33% | -$170K | 0.11% | 32 |
|
|
2024
Q2 | $502K | Buy |
5,173
+37
| +0.7% | +$3.59K | 0.16% | 30 |
|
|
2024
Q1 | $503K | Sell |
5,136
-14
| -0.3% | -$1.37K | 0.16% | 29 |
|
|
2023
Q4 | $511K | Buy |
5,150
+257
| +5% | +$25.5K | 0.17% | 28 |
|
|
2023
Q3 | $460K | Buy |
4,893
+138
| +3% | +$13K | 0.19% | 30 |
|
|
2023
Q2 | $466K | Buy |
4,755
+2
| +0% | +$196 | 0.17% | 28 |
|
|
2023
Q1 | $474K | Buy |
4,753
+167
| +4% | +$16.6K | 0.19% | 29 |
|
|
2022
Q4 | $445K | Sell |
4,586
-28
| -0.6% | -$2.72K | 0.19% | 29 |
|
|
2022
Q3 | $469K | Hold |
4,614
| – | – | 0.21% | 26 |
|
|
2022
Q2 | $469K | Sell |
4,614
-19
| -0.4% | -$1.93K | 0.21% | 26 |
|
|
2022
Q1 | $496K | Sell |
4,633
-115
| -2% | -$12.3K | 0.2% | 27 |
|
|
2021
Q4 | $542K | Buy |
4,748
+126
| +3% | +$14.4K | 0.24% | 24 |
|
|
2021
Q3 | $531K | Hold |
4,622
| – | – | 0.25% | 24 |
|
|
2021
Q2 | $533K | Buy |
4,622
+221
| +5% | +$25.5K | 0.31% | 25 |
|
|
2021
Q1 | $501K | Hold |
4,401
| – | – | 0.32% | 24 |
|
|
2020
Q4 | $520K | Buy |
4,401
+156
| +4% | +$18.4K | 0.32% | 24 |
|
|
2020
Q3 | $502K | Hold |
4,245
| – | – | 0.37% | 21 |
|
|
2020
Q2 | $502K | Buy |
4,245
+4,085
| +2,553% | +$483K | 0.37% | 21 |
|
|
2020
Q1 | $18K | Sell |
160
-489
| -75% | -$55K | 0.02% | 41 |
|
|
2019
Q4 | $73K | Sell |
649
-479
| -42% | -$53.9K | 0.05% | 37 |
|
|
2019
Q3 | $128K | Buy |
1,128
+147
| +15% | +$16.7K | 0.1% | 35 |
|
|
2019
Q2 | $109K | Buy |
981
+58
| +6% | +$6.44K | 0.08% | 39 |
|
|
2019
Q1 | $101K | Buy |
923
+619
| +204% | +$67.7K | 0.09% | 39 |
|
|
2018
Q4 | $32K | Sell |
304
-116
| -28% | -$12.2K | 0.03% | 40 |
|
|
2018
Q3 | $44K | Buy |
420
+156
| +59% | +$16.3K | 0.04% | 35 |
|
|
2018
Q2 | $28K | Buy |
+264
| New | +$28K | 0.03% | 38 |
|
|
2017
Q3 | $76K | Buy |
+693
| New | +$76K | 0.07% | 36 |
|