PFW Advisors’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 | $6.39M | Sell |
64,450
-745
| -1% | -$73.9K | 1.97% | 9 |
|
|
2025
Q1 | $6.45M | Sell |
65,195
-1,918
| -3% | -$190K | 2.02% | 10 |
|
|
2024
Q4 | $6.5M | Buy |
+67,113
| New | +$6.5M | 2% | 11 |
|
|
2024
Q2 | $6.37M | Sell |
65,656
-2,086
| -3% | -$202K | 2.03% | 11 |
|
|
2024
Q1 | $6.63M | Buy |
67,742
+11,393
| +20% | +$1.12M | 2.03% | 11 |
|
|
2023
Q4 | $5.59M | Sell |
56,349
-12,483
| -18% | -$1.24M | 1.79% | 12 |
|
|
2023
Q3 | $6.47M | Buy |
68,832
+345
| +0.5% | +$32.4K | 2.29% | 9 |
|
|
2023
Q2 | $6.58M | Buy |
+68,487
| New | +$6.58M | 2.2% | 11 |
|
|
2019
Q3 | $6.73M | Buy |
+66,407
| New | +$6.73M | 2.03% | 11 |
|