Level Financial Advisors’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 | $751K | Hold |
7,570
| – | – | 0.23% | 54 |
|
|
2025
Q1 | $749K | Buy |
+7,570
| New | +$749K | 0.25% | 51 |
|
|
2023
Q3 | – | Sell |
-150
| Closed | -$14.7K | – | 288 |
|
|
2023
Q2 | $14.7K | Buy |
+150
| New | +$14.7K | 0.01% | 168 |
|
|
2022
Q4 | – | Sell |
-322
| Closed | -$31K | – | 276 |
|
|
2022
Q3 | $31K | Hold |
322
| – | – | 0.02% | 118 |
|
|
2022
Q2 | $33K | Buy |
+322
| New | +$33K | 0.02% | 125 |
|
|
2022
Q1 | – | Sell |
-174
| Closed | -$20K | – | 229 |
|
|
2021
Q4 | $20K | Buy |
+174
| New | +$20K | 0.02% | 131 |
|