Leo Wealth LLC’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 | $499K | Buy |
+5,034
| New | +$499K | 0.04% | 231 |
|
|
2025
Q1 | – | Sell |
-4,811
| Closed | -$466K | – | 272 |
|
|
2024
Q4 | $466K | Buy |
4,811
+51
| +1% | +$4.94K | 0.04% | 243 |
|
|
2024
Q3 | $482K | Sell |
4,760
-403
| -8% | -$40.8K | 0.04% | 228 |
|
|
2024
Q2 | $497K | Buy |
5,163
+35
| +0.7% | +$3.37K | 0.05% | 220 |
|
|
2024
Q1 | $498K | Sell |
5,128
-318
| -6% | -$30.9K | 0.05% | 213 |
|
|
2023
Q4 | $535K | Buy |
+5,446
| New | +$535K | 0.06% | 198 |
|