Measured Wealth Private Client Group’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 | $2.49M | Buy |
25,124
+130
| +0.5% | +$12.9K | 0.75% | 25 |
|
|
2025
Q1 | $2.47M | Buy |
24,994
+794
| +3% | +$78.5K | 0.79% | 23 |
|
|
2024
Q4 | $2.34M | Buy |
24,200
+698
| +3% | +$67.6K | 0.76% | 23 |
|
|
2024
Q3 | $2.38M | Buy |
23,502
+37
| +0.2% | +$3.75K | 0.8% | 22 |
|
|
2024
Q2 | $2.28M | Sell |
23,465
-30,414
| -56% | -$2.95M | 0.8% | 21 |
|
|
2024
Q1 | $5.28M | Sell |
53,879
-2,177
| -4% | -$213K | 1.84% | 9 |
|
|
2023
Q4 | $5.56M | Sell |
56,056
-5,264
| -9% | -$522K | 2.05% | 9 |
|
|
2023
Q3 | $5.77M | Sell |
61,320
-5,447
| -8% | -$512K | 2.32% | 9 |
|
|
2023
Q2 | $6.54M | Sell |
66,767
-3,529
| -5% | -$346K | 2.48% | 8 |
|
|
2023
Q1 | $7M | Sell |
70,296
-3,448
| -5% | -$344K | 2.7% | 6 |
|
|
2022
Q4 | $7.15M | Sell |
73,744
-31,553
| -30% | -$3.06M | 2.94% | 7 |
|
|
2022
Q3 | $10.1M | Buy |
+105,297
| New | +$10.1M | 4.48% | 6 |
|
|
2019
Q4 | – | Sell |
-5,402
| Closed | -$611K | – | 106 |
|
|
2019
Q3 | $611K | Sell |
5,402
-6,435
| -54% | -$728K | 0.4% | 42 |
|
|
2019
Q2 | $1.32M | Sell |
11,837
-2,392
| -17% | -$266K | 0.76% | 24 |
|
|
2019
Q1 | $1.55M | Sell |
14,229
-461
| -3% | -$50.3K | 0.96% | 18 |
|
|
2018
Q4 | $1.56M | Sell |
14,690
-1,142
| -7% | -$122K | 1.42% | 12 |
|
|
2018
Q3 | $1.67M | Sell |
15,832
-540
| -3% | -$57K | 1% | 12 |
|
|
2018
Q2 | $1.74M | Buy |
+16,372
| New | +$1.74M | 1.42% | 12 |
|
|
2017
Q3 | $2.2M | Buy |
+20,074
| New | +$2.2M | 3.01% | 10 |
|