Moisand Fitzgerald Tamayo’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 | $18.5K | Hold |
186
| – | – | ﹤0.01% | 285 |
|
|
2025
Q1 | $18.4K | Sell |
186
-283
| -60% | -$28K | ﹤0.01% | 279 |
|
|
2024
Q4 | $45.4K | Hold |
469
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $47.5K | Sell |
469
-82
| -15% | -$8.3K | 0.01% | 200 |
|
|
2024
Q2 | $53.5K | Sell |
551
-127
| -19% | -$12.3K | 0.01% | 169 |
|
|
2024
Q1 | $66.4K | Sell |
678
-727
| -52% | -$71.2K | 0.01% | 160 |
|
|
2023
Q4 | $139K | Sell |
1,405
-871
| -38% | -$86.4K | 0.02% | 115 |
|
|
2023
Q3 | $214K | Sell |
2,276
-149
| -6% | -$14K | 0.05% | 95 |
|
|
2023
Q2 | $238K | Hold |
2,425
| – | – | 0.05% | 92 |
|
|
2023
Q1 | $242K | Sell |
2,425
-107
| -4% | -$10.7K | 0.05% | 90 |
|
|
2022
Q4 | $246K | Sell |
2,532
-236
| -9% | -$22.9K | 0.06% | 91 |
|
|
2022
Q3 | $267K | Sell |
2,768
-315
| -10% | -$30.4K | 0.07% | 82 |
|
|
2022
Q2 | $313K | Sell |
3,083
-16
| -0.5% | -$1.62K | 0.08% | 80 |
|
|
2022
Q1 | $332K | Buy |
3,099
+16
| +0.5% | +$1.71K | 0.15% | 60 |
|
|
2021
Q4 | $352K | Sell |
3,083
-76
| -2% | -$8.68K | 0.1% | 73 |
|
|
2021
Q3 | $363K | Hold |
3,159
| – | – | 0.12% | 67 |
|
|
2021
Q2 | $364K | Sell |
3,159
-76
| -2% | -$8.76K | 0.13% | 62 |
|
|
2021
Q1 | $368K | Hold |
3,235
| – | – | 0.16% | 60 |
|
|
2020
Q4 | $382K | Hold |
3,235
| – | – | 0.17% | 59 |
|
|
2020
Q3 | $382K | Hold |
3,235
| – | – | 0.2% | 55 |
|
|
2020
Q2 | $382K | Hold |
3,235
| – | – | 0.21% | 55 |
|
|
2020
Q1 | $373K | Sell |
3,235
-286
| -8% | -$33K | 0.24% | 54 |
|
|
2019
Q4 | $396K | Buy |
3,521
+25
| +0.7% | +$2.81K | 0.2% | 54 |
|
|
2019
Q3 | $396K | Buy |
3,496
+27
| +0.8% | +$3.06K | 0.21% | 54 |
|
|
2019
Q2 | $386K | Buy |
3,469
+25
| +0.7% | +$2.78K | 0.21% | 56 |
|
|
2019
Q1 | $376K | Buy |
3,444
+9
| +0.3% | +$983 | 0.21% | 57 |
|
|
2018
Q4 | $366K | Buy |
3,435
+23
| +0.7% | +$2.45K | 0.23% | 55 |
|
|
2018
Q3 | $360K | Buy |
3,412
+25
| +0.7% | +$2.64K | 0.2% | 58 |
|
|
2018
Q2 | $360K | Buy |
3,387
+30
| +0.9% | +$3.19K | 0.21% | 56 |
|
|
2018
Q1 | $360K | Buy |
3,357
+104
| +3% | +$11.2K | 0.21% | 56 |
|
|
2017
Q4 | $356K | Sell |
3,253
-158
| -5% | -$17.3K | 0.21% | 49 |
|
|
2017
Q3 | $374K | Buy |
3,411
+21
| +0.6% | +$2.3K | 0.23% | 49 |
|
|
2017
Q2 | $371K | Buy |
3,390
+22
| +0.7% | +$2.41K | 0.25% | 46 |
|
|
2017
Q1 | $365K | Hold |
3,368
| – | – | 0.26% | 45 |
|
|
2016
Q4 | $364K | Hold |
3,368
| – | – | 0.27% | 45 |
|
|
2016
Q3 | $379K | Hold |
3,368
| – | – | 0.29% | 45 |
|
|
2016
Q2 | $379K | Sell |
3,368
-145
| -4% | -$16.3K | 0.31% | 41 |
|
|
2016
Q1 | $389K | Sell |
3,513
-398
| -10% | -$44.1K | 0.31% | 41 |
|
|
2015
Q4 | $422K | Buy |
+3,911
| New | +$422K | 0.36% | 40 |
|