Lake Hills 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 | $1.89M | Sell |
19,012
-436
| -2% | -$43.3K | 1.08% | 18 |
|
|
2025
Q1 | $1.92M | Sell |
19,448
-4,826
| -20% | -$477K | 1.33% | 19 |
|
|
2024
Q4 | $2.35M | Sell |
24,274
-77,726
| -76% | -$7.53M | 1.61% | 24 |
|
|
2024
Q3 | $10.3M | Sell |
102,000
-2,271
| -2% | -$230K | 6.91% | 2 |
|
|
2024
Q2 | $10.1M | Buy |
104,271
+62,515
| +150% | +$6.07M | 7.26% | 2 |
|
|
2024
Q1 | $4.09M | Buy |
+41,756
| New | +$4.09M | 3.68% | 9 |
|
|
2022
Q2 | – | Sell |
-29,410
| Closed | -$3.15M | – | 27 |
|
|
2022
Q1 | $3.15M | Buy |
29,410
+1,223
| +4% | +$131K | 2.26% | 13 |
|
|
2021
Q4 | $3.22M | Buy |
+28,187
| New | +$3.22M | 2.27% | 16 |
|