Perfromance Wealth Partners’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 | $311K | Buy |
3,132
+83
| +3% | +$8.23K | 0.01% | 148 |
|
|
2025
Q1 | $302K | Sell |
3,049
-237
| -7% | -$23.4K | 0.01% | 132 |
|
|
2024
Q4 | $318K | Sell |
3,286
-250
| -7% | -$24.2K | 0.01% | 126 |
|
|
2024
Q3 | $358K | Sell |
3,536
-503
| -12% | -$50.9K | 0.01% | 126 |
|
|
2024
Q2 | $392K | Sell |
4,039
-20,287
| -83% | -$1.97M | 0.01% | 100 |
|
|
2024
Q1 | $2.38M | Sell |
24,326
-8,562
| -26% | -$839K | 0.1% | 46 |
|
|
2023
Q4 | $3.26M | Sell |
32,888
-10,214
| -24% | -$1.01M | 0.14% | 49 |
|
|
2023
Q3 | $4.05M | Sell |
43,102
-1,529
| -3% | -$144K | 0.2% | 42 |
|
|
2023
Q2 | $4.34M | Sell |
44,631
-3,423
| -7% | -$333K | 0.2% | 40 |
|
|
2023
Q1 | $4.79M | Sell |
48,054
-7,039
| -13% | -$701K | 0.25% | 34 |
|
|
2022
Q4 | $5.34M | Buy |
55,093
+11
| +0% | +$1.07K | 0.32% | 31 |
|
|
2022
Q3 | $5.31M | Sell |
55,082
-26
| -0% | -$2.51K | 0.31% | 31 |
|
|
2022
Q2 | $5.6M | Sell |
55,108
-1,161
| -2% | -$118K | 0.31% | 31 |
|
|
2022
Q1 | $6.03M | Sell |
56,269
-780
| -1% | -$83.5K | 0.26% | 34 |
|
|
2021
Q4 | $6.51M | Buy |
+57,049
| New | +$6.51M | 0.26% | 37 |
|