LongView 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 | $1.54M | Buy |
15,497
+2,802
| +22% | +$278K | 0.47% | 50 |
|
|
2025
Q1 | $1.26M | Buy |
12,695
+82
| +0.7% | +$8.11K | 0.38% | 59 |
|
|
2024
Q4 | $1.22M | Sell |
12,613
-1,834
| -13% | -$178K | 0.37% | 62 |
|
|
2024
Q3 | $1.46M | Sell |
14,447
-1,432
| -9% | -$145K | 0.47% | 50 |
|
|
2024
Q2 | $1.54M | Buy |
15,879
+3,801
| +31% | +$369K | 0.57% | 40 |
|
|
2024
Q1 | $1.18M | Buy |
12,078
+124
| +1% | +$12.1K | 0.47% | 49 |
|
|
2023
Q4 | $1.18M | Buy |
+11,954
| New | +$1.18M | 0.53% | 46 |
|