Perfromance Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
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2025
Q1 | $302K | Sell |
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|
2024
Q4 | $318K | Sell |
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2024
Q3 | $358K | Sell |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $4.05M | Sell |
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|
2023
Q2 | $4.34M | Sell |
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|
2023
Q1 | $4.79M | Sell |
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|
2022
Q4 | $5.34M | Buy |
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|
2022
Q3 | $5.31M | Sell |
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|
2022
Q2 | $5.6M | Sell |
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|
2022
Q1 | $6.03M | Sell |
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|
2021
Q4 | $6.51M | Buy |
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