Pursue 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 | $220K | Hold |
2,220
| – | – | 0.13% | 105 |
|
|
2025
Q1 | $220K | Hold |
2,220
| – | – | 0.13% | 111 |
|
|
2024
Q4 | $215K | Buy |
2,220
+238
| +12% | +$23.1K | 0.12% | 108 |
|
|
2024
Q3 | $201K | Buy |
+1,982
| New | +$201K | 0.11% | 108 |
|
|
2022
Q2 | – | Sell |
-1,294
| Closed | -$136K | – | 117 |
|
|
2022
Q1 | $136K | Buy |
+1,294
| New | +$136K | 0.06% | 148 |
|