Life Line 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 | $413K | Buy |
4,161
+41
| +1% | +$4.07K | 0.13% | 23 |
|
2025
Q1 | $408K | Buy |
4,120
+26
| +0.6% | +$2.57K | 0.15% | 24 |
|
2024
Q4 | $397K | Buy |
4,094
+51
| +1% | +$4.94K | 0.14% | 17 |
|
2024
Q3 | $409K | Sell |
4,043
-242,383
| -98% | -$24.5M | 0.15% | 17 |
|
2024
Q2 | $23.9M | Buy |
246,426
+242,093
| +5,587% | +$23.5M | 9.04% | 8 |
|
2024
Q1 | $424K | Buy |
4,333
+446
| +11% | +$43.7K | 0.16% | 19 |
|
2023
Q4 | $386K | Buy |
+3,887
| New | +$386K | 0.15% | 20 |
|