Regimen 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 | $19.3M | Buy |
194,312
+7,347
| +4% | +$729K | 5.99% | 5 |
|
|
2025
Q1 | $18.5M | Buy |
186,965
+1,245
| +0.7% | +$123K | 5.95% | 6 |
|
|
2024
Q4 | $18M | Buy |
185,720
+15,185
| +9% | +$1.47M | 5.88% | 6 |
|
|
2024
Q3 | $17.3M | Buy |
170,535
+3,480
| +2% | +$352K | 5.59% | 6 |
|
|
2024
Q2 | $16.2M | Buy |
167,055
+2,253
| +1% | +$219K | 5.58% | 6 |
|
|
2024
Q1 | $16.1M | Buy |
164,802
+6,185
| +4% | +$606K | 5.6% | 7 |
|
|
2023
Q4 | $15.9M | Buy |
158,617
+3,065
| +2% | +$306K | 6.07% | 6 |
|
|
2023
Q3 | $14.6M | Buy |
155,552
+17,713
| +13% | +$1.67M | 6.01% | 6 |
|
|
2023
Q2 | $13.5M | Buy |
137,839
+12,921
| +10% | +$1.27M | 5.6% | 7 |
|
|
2023
Q1 | $13.4M | Buy |
124,918
+120,104
| +2,495% | +$12.9M | 5.78% | 6 |
|
|
2022
Q4 | $467K | Buy |
+4,814
| New | +$467K | 0.31% | 34 |
|