PrairieView Wealth Partners’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 | $13.4M | Buy |
134,971
+4,722
| +4% | +$468K | 13.9% | 2 |
|
|
2025
Q1 | $12.9M | Sell |
130,249
-37,931
| -23% | -$3.75M | 15.75% | 2 |
|
|
2024
Q4 | $16.3M | Buy |
168,180
+2,575
| +2% | +$250K | 17.61% | 2 |
|
|
2024
Q3 | $16.8M | Buy |
165,605
+121,485
| +275% | +$12.3M | 18.13% | 2 |
|
|
2024
Q2 | $4.28M | Sell |
44,120
-42,091
| -49% | -$4.09M | 3.65% | 9 |
|
|
2024
Q1 | $8.44M | Buy |
86,211
+4,342
| +5% | +$425K | 7.66% | 7 |
|
|
2023
Q4 | $8.13M | Buy |
+81,869
| New | +$8.13M | 8.12% | 7 |
|