Retirement Guys Formula’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,371
| Closed | -$1.76M | – | 136 |
|
|
2024
Q3 | $1.76M | Buy |
17,371
+1,005
| +6% | +$102K | 0.82% | 35 |
|
|
2024
Q2 | $1.59M | Sell |
16,366
-480
| -3% | -$46.6K | 0.76% | 37 |
|
|
2024
Q1 | $1.65M | Buy |
16,846
+1,408
| +9% | +$138K | 0.8% | 36 |
|
|
2023
Q4 | $1.53M | Sell |
15,438
-2,080
| -12% | -$206K | 0.82% | 31 |
|
|
2023
Q3 | $1.65M | Sell |
17,518
-700
| -4% | -$65.8K | 1.15% | 23 |
|
|
2023
Q2 | $1.78M | Buy |
18,218
+2,401
| +15% | +$235K | 1.03% | 28 |
|
|
2023
Q1 | $1.58M | Buy |
15,817
+856
| +6% | +$85.3K | 1.13% | 24 |
|
|
2022
Q4 | $1.45M | Buy |
+14,961
| New | +$1.45M | 1.19% | 20 |
|