New Insight 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 | $266K | Hold |
2,686
| – | – | 0.11% | 93 |
|
|
2025
Q1 | $266K | Hold |
2,686
| – | – | 0.12% | 85 |
|
|
2024
Q4 | $260K | Buy |
2,686
+350
| +15% | +$33.9K | 0.13% | 75 |
|
|
2024
Q3 | $237K | Hold |
2,336
| – | – | 0.12% | 81 |
|
|
2024
Q2 | $227K | Buy |
2,336
+130
| +6% | +$12.6K | 0.13% | 76 |
|
|
2024
Q1 | $216K | Sell |
2,206
-839
| -28% | -$82.2K | 0.13% | 79 |
|
|
2023
Q4 | $302K | Buy |
+3,045
| New | +$302K | 0.2% | 63 |
|