Modern 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 | $13.3M | Buy |
133,594
+10,260
| +8% | +$1.02M | 0.33% | 76 |
|
|
2025
Q1 | $12.2M | Buy |
123,334
+118,215
| +2,309% | +$11.7M | 0.39% | 60 |
|
|
2024
Q4 | $496K | Sell |
5,119
-263
| -5% | -$25.5K | 0.02% | 367 |
|
|
2024
Q3 | $545K | Buy |
5,382
+23
| +0.4% | +$2.33K | 0.03% | 243 |
|
|
2024
Q2 | $520K | Buy |
5,359
+546
| +11% | +$53K | 0.04% | 214 |
|
|
2024
Q1 | $471K | Buy |
+4,813
| New | +$471K | 0.04% | 178 |
|