Peterson Wealth Services’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 | $564K | Buy |
5,688
+149
| +3% | +$14.8K | 0.15% | 88 |
|
|
2025
Q1 | $548K | Buy |
5,539
+2,553
| +85% | +$253K | 0.17% | 87 |
|
|
2024
Q4 | $289K | Sell |
2,986
-159
| -5% | -$15.4K | 0.09% | 106 |
|
|
2024
Q3 | $318K | Sell |
3,145
-256
| -8% | -$25.9K | 0.1% | 104 |
|
|
2024
Q2 | $330K | Sell |
3,401
-1,016
| -23% | -$98.6K | 0.12% | 102 |
|
|
2024
Q1 | $433K | Sell |
4,417
-563
| -11% | -$55.1K | 0.16% | 93 |
|
|
2023
Q4 | $494K | Buy |
+4,980
| New | +$494K | 0.21% | 62 |
|
|
2023
Q3 | – | Sell |
-5,049
| Closed | -$495K | – | 65 |
|
|
2023
Q2 | $495K | Sell |
5,049
-3,093
| -38% | -$303K | 0.24% | 66 |
|
|
2023
Q1 | $811K | Buy |
8,142
+318
| +4% | +$31.7K | 0.42% | 67 |
|
|
2022
Q4 | $759K | Buy |
7,824
+5,566
| +247% | +$540K | 0.43% | 58 |
|
|
2022
Q3 | $218K | Sell |
2,258
-92
| -4% | -$8.88K | 0.15% | 82 |
|
|
2022
Q2 | $239K | Buy |
+2,350
| New | +$239K | 0.17% | 79 |
|