KFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50,212
| Closed | -$5.08M | – | 183 |
|
|
2024
Q3 | $5.08M | Sell |
50,212
-2,050
| -4% | -$208K | 1.11% | 23 |
|
|
2024
Q2 | $5.07M | Buy |
52,262
+3,456
| +7% | +$335K | 2.01% | 15 |
|
|
2024
Q1 | $4.78M | Sell |
48,806
-1,784
| -4% | -$175K | 1.96% | 12 |
|
|
2023
Q4 | $5.02M | Buy |
50,590
+48,052
| +1,893% | +$4.77M | 2.29% | 12 |
|
|
2023
Q3 | $239K | Buy |
+2,538
| New | +$239K | 0.13% | 114 |
|