Moss Adams 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 | $2.16M | Sell |
21,724
-471
| -2% | -$46.7K | 0.2% | 46 |
|
|
2025
Q1 | $2.2M | Buy |
22,195
+384
| +2% | +$38K | 0.23% | 37 |
|
|
2024
Q4 | $2.11M | Sell |
21,811
-1,712
| -7% | -$166K | 0.22% | 35 |
|
|
2024
Q3 | $2.38M | Buy |
23,523
+263
| +1% | +$26.6K | 0.26% | 31 |
|
|
2024
Q2 | $2.26M | Sell |
23,260
-1,089
| -4% | -$106K | 0.31% | 27 |
|
|
2024
Q1 | $2.38M | Sell |
24,349
-10,673
| -30% | -$1.05M | 0.38% | 27 |
|
|
2023
Q4 | $3.48M | Buy |
35,022
+34,271
| +4,563% | +$3.4M | 0.72% | 17 |
|
|
2023
Q3 | $70.6K | Sell |
751
-8,511
| -92% | -$800K | 0.02% | 113 |
|
|
2023
Q2 | $907K | Buy |
9,262
+803
| +9% | +$78.7K | 0.3% | 31 |
|
|
2023
Q1 | $843K | Sell |
8,459
-93,559
| -92% | -$9.32M | 0.29% | 29 |
|
|
2022
Q4 | $9.89M | Buy |
+102,018
| New | +$9.89M | 4.95% | 4 |
|