Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,667
| Closed | -$1.52M | – | 49 |
|
|
2024
Q2 | $1.52M | Sell |
15,667
-23,240
| -60% | -$2.26M | 0.94% | 32 |
|
|
2024
Q1 | $3.81M | Sell |
38,907
-554
| -1% | -$54.3K | 2.75% | 11 |
|
|
2023
Q4 | $3.92M | Buy |
39,461
+172
| +0.4% | +$17.1K | 3.53% | 8 |
|
|
2023
Q3 | $3.69M | Buy |
39,289
+663
| +2% | +$62.3K | 3.04% | 9 |
|
|
2023
Q2 | $3.78M | Buy |
+38,626
| New | +$3.78M | 3% | 9 |
|