Retireful LLC’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 | – | Sell |
-17,533
| Closed | -$1.73M | – | 145 |
|
|
2025
Q1 | $1.73M | Buy |
+17,533
| New | +$1.73M | 1.64% | 13 |
|
|
2024
Q3 | – | Sell |
-22,034
| Closed | -$2.14M | – | 67 |
|
|
2024
Q2 | $2.14M | Buy |
+22,034
| New | +$2.14M | 1.01% | 30 |
|
|
2023
Q3 | – | Sell |
-25,368
| Closed | -$2.48M | – | 75 |
|
|
2023
Q2 | $2.48M | Buy |
25,368
+9,090
| +56% | +$890K | 0.94% | 18 |
|
|
2023
Q1 | $1.62M | Buy |
+16,278
| New | +$1.62M | 0.52% | 13 |
|