Premier Path 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 | $1.02M | Buy |
10,319
+4,312
| +72% | +$428K | 0.14% | 168 |
|
|
2025
Q1 | $594K | Buy |
6,007
+215
| +4% | +$21.3K | 0.09% | 214 |
|
|
2024
Q4 | $561K | Buy |
5,792
+433
| +8% | +$42K | 0.09% | 219 |
|
|
2024
Q3 | $543K | Buy |
5,359
+369
| +7% | +$37.4K | 0.09% | 225 |
|
|
2024
Q2 | $484K | Buy |
4,990
+2,023
| +68% | +$196K | 0.08% | 229 |
|
|
2024
Q1 | $322K | Buy |
+2,967
| New | +$322K | 0.06% | 263 |
|