Retirement Planning Group (Kansas)’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 | $649K | Sell |
6,538
-129
| -2% | -$12.8K | 0.03% | 190 |
|
|
2025
Q1 | $660K | Buy |
6,667
+364
| +6% | +$36K | 0.03% | 174 |
|
|
2024
Q4 | $611K | Sell |
6,303
-282
| -4% | -$27.3K | 0.03% | 172 |
|
|
2024
Q3 | $667K | Buy |
6,585
+567
| +9% | +$57.4K | 0.04% | 158 |
|
|
2024
Q2 | $584K | Sell |
6,018
-20,862
| -78% | -$2.03M | 0.04% | 151 |
|
|
2024
Q1 | $2.63M | Buy |
26,880
+932
| +4% | +$91.3K | 0.2% | 55 |
|
|
2023
Q4 | $2.58M | Buy |
25,948
+19,233
| +286% | +$1.91M | 0.23% | 40 |
|
|
2023
Q3 | $631K | Buy |
6,715
+2,055
| +44% | +$193K | 0.07% | 81 |
|
|
2023
Q2 | $456K | Buy |
4,660
+12
| +0.3% | +$1.18K | 0.05% | 109 |
|
|
2023
Q1 | $463K | Sell |
4,648
-1,124
| -19% | -$112K | 0.05% | 95 |
|
|
2022
Q4 | $560K | Buy |
5,772
+1,535
| +36% | +$149K | 0.06% | 84 |
|
|
2022
Q3 | $408K | Buy |
4,237
+2,126
| +101% | +$205K | 0.05% | 94 |
|
|
2022
Q2 | $215K | Buy |
+2,111
| New | +$215K | 0.03% | 106 |
|