Long Run Wealth 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 | $8.9M | Buy |
89,731
+1,811
| +2% | +$180K | 1.87% | 15 |
|
|
2025
Q1 | $8.7M | Buy |
87,920
+31,786
| +57% | +$3.14M | 1.97% | 14 |
|
|
2024
Q4 | $5.44M | Buy |
56,134
+2,501
| +5% | +$242K | 1.3% | 19 |
|
|
2024
Q3 | $5.43M | Buy |
53,633
+33,244
| +163% | +$3.37M | 1.28% | 19 |
|
|
2024
Q2 | $1.98M | Buy |
20,389
+55
| +0.3% | +$5.34K | 0.5% | 43 |
|
|
2024
Q1 | $1.99M | Buy |
20,334
+184
| +0.9% | +$18K | 0.52% | 42 |
|
|
2023
Q4 | $2M | Buy |
20,150
+105
| +0.5% | +$10.4K | 0.58% | 42 |
|
|
2023
Q3 | $1.89M | Buy |
20,045
+66
| +0.3% | +$6.21K | 0.61% | 42 |
|
|
2023
Q2 | $1.96M | Buy |
19,979
+711
| +4% | +$69.6K | 0.62% | 44 |
|
|
2023
Q1 | $1.92M | Buy |
19,268
+149
| +0.8% | +$14.8K | 0.65% | 43 |
|
|
2022
Q4 | $1.85M | Sell |
19,119
-2,106
| -10% | -$204K | 0.67% | 40 |
|
|
2022
Q3 | $2.05M | Sell |
21,225
-508
| -2% | -$48.9K | 0.81% | 35 |
|
|
2022
Q2 | $2.21M | Buy |
21,733
+224
| +1% | +$22.8K | 0.86% | 34 |
|
|
2022
Q1 | $2.3M | Sell |
21,509
-2,176
| -9% | -$233K | 0.8% | 35 |
|
|
2021
Q4 | $2.7M | Buy |
+23,685
| New | +$2.7M | 0.94% | 30 |
|