KFA Private Wealth Group’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 | $7.93M | Buy |
79,899
+809
| +1% | +$80.3K | 2.46% | 11 |
|
|
2025
Q1 | $7.82M | Buy |
79,090
+46,822
| +145% | +$4.63M | 2.74% | 9 |
|
|
2024
Q4 | $3.13M | Buy |
32,268
+21,728
| +206% | +$2.11M | 1.31% | 20 |
|
|
2024
Q3 | $1.07M | Sell |
10,540
-7,579
| -42% | -$767K | 0.51% | 28 |
|
|
2024
Q2 | $1.76M | Sell |
18,119
-3,863
| -18% | -$375K | 0.91% | 26 |
|
|
2024
Q1 | $2.15M | Sell |
21,982
-544
| -2% | -$53.3K | 0.67% | 25 |
|
|
2023
Q4 | $2.24M | Sell |
22,526
-395
| -2% | -$39.2K | 0.8% | 20 |
|
|
2023
Q3 | $2.16M | Buy |
22,921
+769
| +3% | +$72.3K | 0.9% | 19 |
|
|
2023
Q2 | $2.17M | Buy |
22,152
+2,497
| +13% | +$245K | 0.9% | 19 |
|
|
2023
Q1 | $1.96M | Sell |
19,655
-574
| -3% | -$57.2K | 0.89% | 18 |
|
|
2022
Q4 | $1.96M | Sell |
20,229
-4,051
| -17% | -$393K | 1% | 17 |
|
|
2022
Q3 | $2.34M | Sell |
24,280
-1,861
| -7% | -$179K | 1.24% | 18 |
|
|
2022
Q2 | $2.66M | Sell |
26,141
-14,402
| -36% | -$1.46M | 1.47% | 16 |
|
|
2022
Q1 | $4.34M | Sell |
40,543
-72,421
| -64% | -$7.76M | 2.18% | 13 |
|
|
2021
Q4 | $12.9M | Sell |
112,964
-1,668
| -1% | -$190K | 6.41% | 3 |
|
|
2021
Q3 | $13.2M | Sell |
114,632
-1,432
| -1% | -$164K | 7.2% | 3 |
|
|
2021
Q2 | $13.4M | Buy |
116,064
+3,837
| +3% | +$443K | 7.31% | 3 |
|
|
2021
Q1 | $12.8M | Buy |
112,227
+2,958
| +3% | +$337K | 7.45% | 3 |
|
|
2020
Q4 | $12.9M | Buy |
109,269
+3,727
| +4% | +$440K | 8.2% | 2 |
|
|
2020
Q3 | $12.5M | Buy |
105,542
+2,627
| +3% | +$310K | 9.34% | 2 |
|
|
2020
Q2 | $12.2M | Buy |
102,915
+2,671
| +3% | +$316K | 11.7% | 2 |
|
|
2020
Q1 | $11.6M | Buy |
100,244
+49,457
| +97% | +$5.71M | 13.68% | 2 |
|
|
2019
Q4 | $5.71M | Buy |
+50,787
| New | +$5.71M | 5.24% | 6 |
|