Planned Solutions’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 | $624K | Buy |
6,293
+46
| +0.7% | +$4.56K | 0.24% | 53 |
|
|
2025
Q1 | $618K | Buy |
6,247
+147
| +2% | +$14.5K | 0.25% | 49 |
|
|
2024
Q4 | $591K | Sell |
6,100
-76
| -1% | -$7.36K | 0.24% | 45 |
|
|
2024
Q3 | $625K | Buy |
6,176
+502
| +9% | +$50.8K | 0.25% | 41 |
|
|
2024
Q2 | $551K | Sell |
5,674
-382
| -6% | -$37.1K | 0.27% | 41 |
|
|
2024
Q1 | $593K | Sell |
6,056
-41
| -0.7% | -$4.02K | 0.29% | 41 |
|
|
2023
Q4 | $605K | Buy |
6,097
+1,212
| +25% | +$120K | 0.28% | 37 |
|
|
2023
Q3 | $459K | Buy |
4,885
+40
| +0.8% | +$3.76K | 0.28% | 42 |
|
|
2023
Q2 | $475K | Buy |
4,845
+30
| +0.6% | +$2.94K | 0.28% | 42 |
|
|
2023
Q1 | $480K | Buy |
4,815
+61
| +1% | +$6.08K | 0.3% | 39 |
|
|
2022
Q4 | $461K | Buy |
4,754
+46
| +1% | +$4.46K | 0.34% | 38 |
|
|
2022
Q3 | $454K | Buy |
4,708
+28
| +0.6% | +$2.7K | 0.38% | 33 |
|
|
2022
Q2 | $476K | Sell |
4,680
-1
| -0% | -$102 | 0.44% | 33 |
|
|
2022
Q1 | $501K | Sell |
4,681
-573
| -11% | -$61.3K | 0.35% | 34 |
|
|
2021
Q4 | $599K | Buy |
+5,254
| New | +$599K | 0.4% | 33 |
|
|
2021
Q2 | $624K | Buy |
5,410
+267
| +5% | +$30.8K | 0.43% | 29 |
|
|
2021
Q1 | $585K | Buy |
5,143
+1,278
| +33% | +$145K | 0.46% | 25 |
|
|
2020
Q4 | $457K | Buy |
3,865
+2,195
| +131% | +$260K | 0.37% | 29 |
|
|
2020
Q3 | $197K | Buy |
+1,670
| New | +$197K | 0.19% | 47 |
|