Pinnacle Wealth Management Group’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 | – | Sell |
-2,726
| Closed | -$270K | – | 122 |
|
|
2025
Q1 | $270K | Sell |
2,726
-2,236
| -45% | -$221K | 0.19% | 87 |
|
|
2024
Q4 | $481K | Sell |
4,962
-2,752
| -36% | -$267K | 0.3% | 59 |
|
|
2024
Q3 | $781K | Sell |
7,714
-67,053
| -90% | -$6.79M | 0.49% | 43 |
|
|
2024
Q2 | $7.26M | Buy |
74,767
+14,310
| +24% | +$1.39M | 4.91% | 3 |
|
|
2024
Q1 | $5.92M | Buy |
+60,457
| New | +$5.92M | 4.4% | 4 |
|