Retirement Planning Group (Kansas)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $654K | Sell |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $631K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $215K | Buy |
|