LMG Wealth Partners’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 | $12M | Sell |
120,571
-88
| -0.1% | -$8.73K | 2.46% | 8 |
|
|
2025
Q1 | $11.9M | Buy |
120,659
+3,878
| +3% | +$384K | 2.66% | 6 |
|
|
2024
Q4 | $11.3M | Sell |
116,781
-753
| -0.6% | -$73K | 2.47% | 8 |
|
|
2024
Q3 | $11.9M | Buy |
117,534
+6,294
| +6% | +$637K | 2.73% | 8 |
|
|
2024
Q2 | $10.8M | Buy |
111,240
+3,005
| +3% | +$292K | 2.69% | 9 |
|
|
2024
Q1 | $10.6M | Buy |
108,235
+12,655
| +13% | +$1.24M | 2.67% | 9 |
|
|
2023
Q4 | $9.49M | Buy |
95,580
+51,661
| +118% | +$5.13M | 2.63% | 10 |
|
|
2023
Q3 | $4.13M | Buy |
43,919
+9,815
| +29% | +$923K | 1.26% | 31 |
|
|
2023
Q2 | $3.34M | Buy |
34,104
+1,427
| +4% | +$140K | 1.02% | 35 |
|
|
2023
Q1 | $3.26M | Buy |
+32,677
| New | +$3.26M | 1.05% | 34 |
|