Melfa 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 | $632K | Buy |
6,373
+255
| +4% | +$25.3K | 0.4% | 60 |
|
|
2025
Q1 | $605K | Buy |
6,118
+802
| +15% | +$79.3K | 0.41% | 61 |
|
|
2024
Q4 | $515K | Buy |
5,316
+441
| +9% | +$42.7K | 0.34% | 74 |
|
|
2024
Q3 | $494K | Buy |
4,875
+201
| +4% | +$20.4K | 0.33% | 82 |
|
|
2024
Q2 | $454K | Buy |
4,674
+238
| +5% | +$23.1K | 0.32% | 82 |
|
|
2024
Q1 | $434K | Buy |
+4,436
| New | +$434K | 0.31% | 83 |
|