Legacy Capital Wealth Partners’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 | $370K | Buy |
3,730
+21
| +0.6% | +$2.08K | 0.08% | 266 |
|
|
2025
Q1 | $367K | Buy |
3,709
+1,275
| +52% | +$126K | 0.09% | 242 |
|
|
2024
Q4 | $236K | Sell |
2,434
-3,080
| -56% | -$298K | 0.06% | 307 |
|
|
2024
Q3 | $558K | Buy |
5,514
+1,580
| +40% | +$160K | 0.11% | 175 |
|
|
2024
Q2 | $382K | Buy |
+3,934
| New | +$382K | 0.1% | 204 |
|
|
2024
Q1 | – | Sell |
-10,098
| Closed | -$1M | – | 118 |
|
|
2023
Q4 | $1M | Sell |
10,098
-1,492
| -13% | -$148K | 0.28% | 77 |
|
|
2023
Q3 | $1.09M | Buy |
+11,590
| New | +$1.09M | 0.3% | 69 |
|
|
2023
Q2 | – | Sell |
-10,801
| Closed | -$1.08M | – | 44 |
|
|
2023
Q1 | $1.08M | Buy |
+10,801
| New | +$1.08M | 0.29% | 73 |
|