Plum Street 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 | $357K | Sell |
3,600
-764
| -18% | -$75.8K | 0.16% | 72 |
|
|
2025
Q1 | $432K | Hold |
4,364
| – | – | 0.21% | 63 |
|
|
2024
Q4 | $423K | Sell |
4,364
-473
| -10% | -$45.8K | 0.21% | 64 |
|
|
2024
Q3 | $490K | Buy |
4,837
+911
| +23% | +$92.3K | 0.25% | 58 |
|
|
2024
Q2 | $381K | Sell |
3,926
-911
| -19% | -$88.4K | 0.22% | 56 |
|
|
2024
Q1 | $490K | Buy |
4,837
+2,435
| +101% | +$247K | 0.25% | 58 |
|
|
2023
Q4 | $238K | Buy |
+2,402
| New | +$238K | 0.16% | 58 |
|