Nordwand 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 | $248K | Buy |
2,499
+2,472
| +9,156% | +$245K | 0.04% | 137 |
|
|
2025
Q1 | $2.67K | Hold |
27
| – | – | ﹤0.01% | 101 |
|
|
2024
Q4 | $2.62K | Hold |
27
| – | – | ﹤0.01% | 110 |
|
|
2024
Q3 | $2.73K | Sell |
27
-866
| -97% | -$87.7K | ﹤0.01% | 114 |
|
|
2024
Q2 | $86.7K | Hold |
893
| – | – | 0.04% | 60 |
|
|
2024
Q1 | $87.5K | Hold |
893
| – | – | 0.03% | 61 |
|
|
2023
Q4 | $88.6K | Hold |
893
| – | – | 0.02% | 58 |
|
|
2023
Q3 | $84K | Hold |
893
| – | – | 0.02% | 54 |
|
|
2023
Q2 | $87.5K | Buy |
893
+516
| +137% | +$50.5K | 0.02% | 53 |
|
|
2023
Q1 | $37.6K | Buy |
+377
| New | +$37.6K | 0.01% | 71 |
|