Northwest Financial 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 | $339K | Sell |
3,414
-60
| -2% | -$5.95K | 0.47% | 62 |
|
|
2025
Q1 | $344K | Sell |
3,474
-2,395
| -41% | -$237K | 0.29% | 79 |
|
|
2024
Q4 | $569K | Buy |
5,869
+4,025
| +218% | +$390K | 0.47% | 53 |
|
|
2024
Q3 | $187K | Buy |
+1,844
| New | +$187K | 0.15% | 107 |
|
|
2024
Q1 | – | Sell |
-1,078
| Closed | -$107K | – | 99 |
|
|
2023
Q4 | $107K | Buy |
+1,078
| New | +$107K | 0.09% | 136 |
|