Rede Wealth’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 | $1.43M | Buy |
14,378
+1,071
| +8% | +$106K | 0.51% | 21 |
|
|
2025
Q1 | $1.32M | Sell |
13,307
-8
| -0.1% | -$791 | 0.46% | 21 |
|
|
2024
Q4 | $1.29M | Sell |
13,315
-652
| -5% | -$63.2K | 0.49% | 22 |
|
|
2024
Q3 | $1.41M | Sell |
13,967
-58
| -0.4% | -$5.87K | 0.54% | 20 |
|
|
2024
Q2 | $1.36M | Buy |
14,025
+329
| +2% | +$31.9K | 1.25% | 21 |
|
|
2024
Q1 | $1.34M | Buy |
13,696
+717
| +6% | +$70.2K | 0.56% | 22 |
|
|
2023
Q4 | $1.29M | Sell |
12,979
-8,575
| -40% | -$851K | 0.61% | 21 |
|
|
2023
Q3 | $2.03M | Sell |
21,554
-1,083
| -5% | -$102K | 1.02% | 14 |
|
|
2023
Q2 | $2.22M | Sell |
22,637
-917
| -4% | -$89.8K | 1.05% | 15 |
|
|
2023
Q1 | $2.35M | Buy |
23,554
+3,770
| +19% | +$376K | 1.22% | 13 |
|
|
2022
Q4 | $1.92M | Sell |
19,784
-6,571
| -25% | -$637K | 1.03% | 15 |
|
|
2022
Q3 | $2.54M | Buy |
26,355
+1,835
| +7% | +$177K | 1.51% | 8 |
|
|
2022
Q2 | $2.49M | Buy |
+24,520
| New | +$2.49M | 1.45% | 10 |
|