Noble Family Wealth’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 | $1.1M | Buy |
11,116
+1,450
| +15% | +$144K | 0.27% | 37 |
|
|
2025
Q1 | $956K | Sell |
9,666
-10
| -0.1% | -$989 | 0.26% | 37 |
|
|
2024
Q4 | $939K | Hold |
9,676
| – | – | 0.26% | 39 |
|
|
2024
Q3 | $980K | Hold |
9,676
| – | – | 0.26% | 40 |
|
|
2024
Q2 | $939K | Hold |
9,676
| – | – | 0.27% | 39 |
|
|
2024
Q1 | $948K | Sell |
9,676
-83
| -0.9% | -$8.13K | 0.27% | 39 |
|
|
2023
Q4 | $969K | Sell |
9,759
-237
| -2% | -$23.5K | 0.29% | 38 |
|
|
2023
Q3 | $940K | Buy |
9,996
+41
| +0.4% | +$3.86K | 0.32% | 37 |
|
|
2023
Q2 | $975K | Sell |
9,955
-151
| -1% | -$14.8K | 0.32% | 39 |
|
|
2023
Q1 | $1.01M | Buy |
+10,106
| New | +$1.01M | 0.34% | 39 |
|