Power Wealth Management’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 | $484K | Buy |
4,874
+161
| +3% | +$16K | 0.19% | 66 |
|
|
2025
Q1 | $466K | Sell |
4,713
-282
| -6% | -$27.9K | 0.19% | 63 |
|
|
2024
Q4 | $484K | Sell |
4,995
-475
| -9% | -$46K | 0.2% | 67 |
|
|
2024
Q3 | $554K | Buy |
5,470
+232
| +4% | +$23.5K | 0.24% | 63 |
|
|
2024
Q2 | $508K | Buy |
5,238
+184
| +4% | +$17.9K | 0.24% | 69 |
|
|
2024
Q1 | $495K | Sell |
5,054
-100
| -2% | -$9.8K | 0.31% | 66 |
|
|
2023
Q4 | $512K | Buy |
+5,154
| New | +$512K | 0.36% | 55 |
|