Phillips Wealth Planners’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 | $1.23M | Sell |
12,533
-778
| -6% | -$76.3K | 1.11% | 19 |
|
|
2025
Q1 | $1.29M | Sell |
13,311
-2,200
| -14% | -$213K | 1.36% | 12 |
|
|
2024
Q4 | $1.49M | Buy |
15,511
+2,386
| +18% | +$229K | 1.49% | 8 |
|
|
2024
Q3 | $1.31M | Buy |
13,125
+474
| +4% | +$47.4K | 1.26% | 15 |
|
|
2024
Q2 | $1.23M | Buy |
12,651
+534
| +4% | +$52.1K | 1.3% | 15 |
|
|
2024
Q1 | $1.15M | Buy |
12,117
+284
| +2% | +$27K | 1.33% | 14 |
|
|
2023
Q4 | $1.16M | Buy |
11,833
+1,199
| +11% | +$118K | 1.4% | 14 |
|
|
2023
Q3 | $975K | Buy |
10,634
+642
| +6% | +$58.9K | 1.32% | 16 |
|
|
2023
Q2 | $979K | Buy |
9,992
+38
| +0.4% | +$3.72K | 1.28% | 18 |
|
|
2023
Q1 | $982K | Buy |
9,954
+2,269
| +30% | +$224K | 1.3% | 17 |
|
|
2022
Q4 | $759K | Buy |
+7,685
| New | +$759K | 1.32% | 21 |
|