Liberty 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
Q1 | – | Sell |
-2,595
| Closed | -$251K | – | 159 |
|
|
2024
Q4 | $251K | Buy |
+2,595
| New | +$251K | 0.04% | 171 |
|
|
2021
Q4 | – | Sell |
-1,906
| Closed | -$219K | – | 189 |
|
|
2021
Q3 | $219K | Buy |
1,906
+598
| +46% | +$68.7K | 0.08% | 152 |
|
|
2021
Q2 | $151K | Buy |
1,308
+76
| +6% | +$8.77K | 0.06% | 161 |
|
|
2021
Q1 | $144K | Hold |
1,232
| – | – | 0.07% | 138 |
|
|
2020
Q4 | $144K | Sell |
1,232
-149
| -11% | -$17.4K | 0.07% | 137 |
|
|
2020
Q3 | $163K | Buy |
1,381
+154
| +13% | +$18.2K | 0.1% | 112 |
|
|
2020
Q2 | $145K | Buy |
1,227
+2
| +0.2% | +$236 | 0.1% | 111 |
|
|
2020
Q1 | $141K | Buy |
1,225
+733
| +149% | +$84.4K | 0.12% | 108 |
|
|
2019
Q4 | $55K | Buy |
492
+378
| +332% | +$42.3K | 0.04% | 225 |
|
|
2019
Q3 | $13K | Sell |
114
-48
| -30% | -$5.47K | 0.01% | 463 |
|
|
2019
Q2 | $18K | Buy |
162
+49
| +43% | +$5.44K | 0.02% | 421 |
|
|
2019
Q1 | $12K | Hold |
113
| – | – | 0.01% | 404 |
|
|
2018
Q4 | $12K | Buy |
+113
| New | +$12K | 0.01% | 394 |
|