LJI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,035
| Closed | -$510K | – | 181 |
|
|
2024
Q3 | $510K | Buy |
5,035
+23
| +0.5% | +$2.33K | 0.1% | 104 |
|
|
2024
Q2 | $487K | Sell |
5,012
-943
| -16% | -$91.5K | 0.11% | 99 |
|
|
2024
Q1 | $583K | Buy |
5,955
+406
| +7% | +$39.8K | 0.15% | 70 |
|
|
2023
Q4 | $551K | Sell |
5,549
-1,382
| -20% | -$137K | 0.14% | 82 |
|
|
2023
Q3 | $652K | Sell |
6,931
-251,744
| -97% | -$23.7M | 0.19% | 62 |
|
|
2023
Q2 | $647K | Buy |
258,675
+254,853
| +6,668% | +$637K | 0.19% | 62 |
|
|
2023
Q1 | $381K | Buy |
3,822
+11
| +0.3% | +$1.1K | 0.12% | 94 |
|
|
2022
Q4 | $370K | Buy |
+3,811
| New | +$370K | 0.13% | 83 |
|