Meadow Creek 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 | $358K | Hold |
3,605
| – | – | 0.24% | 86 |
|
|
2025
Q1 | $357K | Hold |
3,605
| – | – | 0.27% | 82 |
|
|
2024
Q4 | $349K | Hold |
3,605
| – | – | 0.25% | 86 |
|
|
2024
Q3 | $365K | Hold |
3,605
| – | – | 0.29% | 84 |
|
|
2024
Q2 | $350K | Sell |
3,605
-10
| -0.3% | -$971 | 0.33% | 79 |
|
|
2024
Q1 | $354K | Hold |
3,615
| – | – | 0.25% | 94 |
|
|
2023
Q4 | $359K | Buy |
+3,615
| New | +$359K | 0.35% | 69 |
|
|
2022
Q3 | $388K | Sell |
4,026
-89
| -2% | -$8.58K | 0.51% | 49 |
|
|
2022
Q2 | $418K | Sell |
4,115
-70
| -2% | -$7.11K | 0.51% | 47 |
|
|
2022
Q1 | $448K | Buy |
4,185
+275
| +7% | +$29.4K | 0.49% | 58 |
|
|
2021
Q4 | $446K | Buy |
+3,910
| New | +$446K | 0.42% | 68 |
|
|
2019
Q4 | $497K | Buy |
+4,419
| New | +$497K | 0.69% | 48 |
|