King Wealth Management 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 | $1.24M | Sell |
12,463
-382
| -3% | -$37.9K | 0.17% | 55 |
|
|
2025
Q1 | $1.27M | Sell |
12,845
-602
| -4% | -$59.6K | 0.19% | 53 |
|
|
2024
Q4 | $1.3M | Buy |
13,447
+484
| +4% | +$46.9K | 0.19% | 51 |
|
|
2024
Q3 | $1.31M | Sell |
12,963
-687
| -5% | -$69.6K | 0.2% | 52 |
|
|
2024
Q2 | $1.33M | Sell |
13,650
-1,052
| -7% | -$102K | 0.22% | 51 |
|
|
2024
Q1 | $1.44M | Sell |
14,702
-301
| -2% | -$29.5K | 0.25% | 47 |
|
|
2023
Q4 | $1.49M | Sell |
15,003
-1,494
| -9% | -$148K | 0.29% | 44 |
|
|
2023
Q3 | $1.55M | Sell |
16,497
-1,227
| -7% | -$115K | 0.33% | 42 |
|
|
2023
Q2 | $1.74M | Sell |
17,724
-354
| -2% | -$34.7K | 0.35% | 41 |
|
|
2023
Q1 | $1.8M | Sell |
18,078
-756
| -4% | -$75.3K | 0.4% | 39 |
|
|
2022
Q4 | $1.83M | Sell |
18,834
-107
| -0.6% | -$10.4K | 0.44% | 39 |
|
|
2022
Q3 | $1.83M | Sell |
18,941
-765
| -4% | -$73.7K | 0.46% | 37 |
|
|
2022
Q2 | $2M | Sell |
19,706
-83
| -0.4% | -$8.44K | 0.48% | 35 |
|
|
2022
Q1 | $2.12M | Buy |
19,789
+487
| +3% | +$52.1K | 0.42% | 37 |
|
|
2021
Q4 | $2.2M | Buy |
19,302
+50
| +0.3% | +$5.7K | 0.41% | 38 |
|
|
2021
Q3 | $2.21M | Buy |
19,252
+513
| +3% | +$58.9K | 0.45% | 37 |
|
|
2021
Q2 | $2.16M | Buy |
18,739
+902
| +5% | +$104K | 0.44% | 37 |
|
|
2021
Q1 | $2.03M | Buy |
17,837
+345
| +2% | +$39.3K | 0.46% | 39 |
|
|
2020
Q4 | $2.07M | Buy |
17,492
+370
| +2% | +$43.7K | 0.48% | 38 |
|
|
2020
Q3 | $2.02M | Buy |
17,122
+663
| +4% | +$78.3K | 0.52% | 34 |
|
|
2020
Q2 | $1.95M | Buy |
16,459
+676
| +4% | +$79.9K | 0.57% | 32 |
|
|
2020
Q1 | $1.82M | Buy |
15,783
+202
| +1% | +$23.3K | 0.79% | 26 |
|
|
2019
Q4 | $1.75M | Buy |
15,581
+399
| +3% | +$44.8K | 0.46% | 37 |
|
|
2019
Q3 | $1.72M | Buy |
15,182
+38
| +0.3% | +$4.3K | 0.49% | 35 |
|
|
2019
Q2 | $1.69M | Buy |
15,144
+467
| +3% | +$52K | 0.5% | 33 |
|
|
2019
Q1 | $1.6M | Buy |
14,677
+621
| +4% | +$67.7K | 0.5% | 37 |
|
|
2018
Q4 | $1.5M | Sell |
14,056
-2,451
| -15% | -$261K | 0.54% | 36 |
|
|
2018
Q3 | $1.74M | Buy |
16,507
+66
| +0.4% | +$6.97K | 0.54% | 37 |
|
|
2018
Q2 | $1.75M | Buy |
16,441
+1,194
| +8% | +$127K | 0.6% | 35 |
|
|
2018
Q1 | $1.64M | Buy |
15,247
+1,816
| +14% | +$195K | 0.58% | 39 |
|
|
2017
Q4 | $1.47M | Buy |
13,431
+1,440
| +12% | +$157K | 0.52% | 40 |
|
|
2017
Q3 | $1.31M | Buy |
11,991
+1,193
| +11% | +$131K | 0.49% | 40 |
|
|
2017
Q2 | $1.18M | Buy |
10,798
+1,500
| +16% | +$164K | 0.47% | 43 |
|
|
2017
Q1 | $1.01M | Buy |
9,298
+2,173
| +30% | +$236K | 0.42% | 47 |
|
|
2016
Q4 | $770K | Buy |
7,125
+322
| +5% | +$34.8K | 0.35% | 46 |
|
|
2016
Q3 | $765K | Buy |
6,803
+1,889
| +38% | +$212K | 0.38% | 49 |
|
|
2016
Q2 | $553K | Buy |
4,914
+606
| +14% | +$68.2K | 0.3% | 50 |
|
|
2016
Q1 | $477K | Buy |
4,308
+597
| +16% | +$66.1K | 0.26% | 58 |
|
|
2015
Q4 | $401K | Buy |
3,711
+128
| +4% | +$13.8K | 0.22% | 65 |
|
|
2015
Q3 | $393K | Buy |
3,583
+1,239
| +53% | +$136K | 0.24% | 65 |
|
|
2015
Q2 | $255K | Buy |
+2,344
| New | +$255K | 0.14% | 91 |
|