Lowe Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lowe Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.7K	Hold	159	–	–	0.01%	220
2025 Q1	$15.7K	Sell	159 -942	-86%	-$92.9K	0.01%	217
2024 Q4	$107K	Buy	1,101 +959	+675%	+$92.9K	0.05%	83
2024 Q3	$14.4K	Hold	142	–	–	0.01%	196
2024 Q2	$13.8K	Hold	142	–	–	0.01%	200
2024 Q1	$13.9K	Hold	142	–	–	0.01%	192
2023 Q4	$14.1K	Hold	142	–	–	0.01%	188
2023 Q3	$13.4K	Sell	142 -30	-17%	-$2.82K	0.01%	181
2023 Q2	$16.8K	Hold	172	–	–	0.01%	172
2023 Q1	$17.1K	Hold	172	–	–	0.01%	164
2022 Q4	$16.7K	Hold	172	–	–	0.01%	166
2022 Q3	$17K	Hold	172	–	–	0.01%	155
2022 Q2	$17K	Hold	172	–	–	0.01%	143
2022 Q1	$18K	Hold	172	–	–	0.01%	154
2021 Q4	$20K	Hold	172	–	–	0.01%	148
2021 Q3	$20K	Sell	172 -135	-44%	-$15.7K	0.01%	141
2021 Q2	$35K	Hold	307	–	–	0.02%	110
2021 Q1	$35K	Sell	307 -850	-73%	-$96.9K	0.02%	105
2020 Q4	$137K	Hold	1,157	–	–	0.07%	44
2020 Q3	$137K	Buy	1,157 +115	+11%	+$13.6K	0.08%	40
2020 Q2	$123K	Buy	1,042 +887	+572%	+$105K	0.07%	41
2020 Q1	$18K	Sell	155 -1,120	-88%	-$130K	0.01%	110
2019 Q4	$143K	Sell	1,275 -139	-10%	-$15.6K	0.08%	35
2019 Q3	$160K	Hold	1,414	–	–	0.1%	34
2019 Q2	$157K	Hold	1,414	–	–	0.09%	35
2019 Q1	$154K	Sell	1,414 -20	-1%	-$2.18K	0.09%	32
2018 Q4	$153K	Sell	1,434 -75	-5%	-$8K	0.1%	32
2018 Q3	$159K	Sell	1,509 -393	-21%	-$41.4K	0.09%	37
2018 Q2	$202K	Sell	1,902 -420	-18%	-$44.6K	0.13%	33
2018 Q1	$249K	Sell	2,322 -15	-0.6%	-$1.61K	0.16%	32
2017 Q4	$256K	Buy	2,337 +1,068	+84%	+$117K	0.16%	33
2017 Q3	$139K	Buy	1,269 +125	+11%	+$13.7K	0.09%	40
2017 Q2	$125K	Sell	1,144 -5	-0.4%	-$546	0.08%	40
2017 Q1	$125K	Sell	1,149 -34	-3%	-$3.7K	0.08%	38
2016 Q4	$128K	Buy	1,183 +332	+39%	+$35.9K	0.09%	38
2016 Q3	$96K	Sell	851 -5,568	-87%	-$628K	0.07%	43
2016 Q2	$723K	Buy	6,419 +122	+2%	+$13.7K	0.49%	24
2016 Q1	$698K	Buy	6,297 +594	+10%	+$65.8K	0.48%	24
2015 Q4	$616K	Buy	+5,703	New	+$616K	0.42%	26