Quadcap 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 | $440K | Sell |
4,435
-578
| -12% | -$57.3K | 0.06% | 275 |
|
|
2025
Q1 | $496K | Sell |
5,013
-1,757
| -26% | -$174K | 0.07% | 238 |
|
|
2024
Q4 | $656K | Sell |
6,770
-669
| -9% | -$64.8K | 0.1% | 202 |
|
|
2024
Q3 | $753K | Buy |
7,439
+790
| +12% | +$80K | 0.12% | 182 |
|
|
2024
Q2 | $645K | Sell |
6,649
-3,045
| -31% | -$296K | 0.12% | 190 |
|
|
2024
Q1 | $949K | Sell |
9,694
-1,143
| -11% | -$112K | 0.22% | 105 |
|
|
2023
Q4 | $1.08M | Buy |
+10,837
| New | +$1.08M | 0.28% | 94 |
|