Partners in Financial Planning’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 | $563K | Buy |
5,671
+15
| +0.3% | +$1.49K | 0.1% | 64 |
|
|
2025
Q1 | $559K | Sell |
5,656
-10
| -0.2% | -$989 | 0.11% | 60 |
|
|
2024
Q4 | $549K | Buy |
5,666
+2,230
| +65% | +$216K | 0.11% | 63 |
|
|
2024
Q3 | $348K | Hold |
3,436
| – | – | 0.07% | 81 |
|
|
2024
Q2 | $334K | Hold |
3,436
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $337K | Buy |
+3,436
| New | +$337K | 0.07% | 81 |
|