Roger Wittlin Investment Advisory’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 | $646K | Buy |
6,516
+1,551
| +31% | +$154K | 0.36% | 28 |
|
|
2025
Q1 | $491K | Buy |
4,965
+23
| +0.5% | +$2.28K | 0.29% | 31 |
|
|
2024
Q4 | $479K | Sell |
4,942
-4,016
| -45% | -$389K | 0.27% | 31 |
|
|
2024
Q3 | $907K | Sell |
8,958
-3,954
| -31% | -$400K | 0.52% | 27 |
|
|
2024
Q2 | $1.25M | Buy |
12,912
+9,624
| +293% | +$934K | 0.8% | 22 |
|
|
2024
Q1 | $322K | Buy |
3,288
+19
| +0.6% | +$1.86K | 0.23% | 34 |
|
|
2023
Q4 | $324K | Buy |
3,269
+37
| +1% | +$3.67K | 0.24% | 35 |
|
|
2023
Q3 | $304K | Buy |
3,232
+25
| +0.8% | +$2.35K | 0.26% | 35 |
|
|
2023
Q2 | $314K | Buy |
3,207
+25
| +0.8% | +$2.45K | 0.25% | 38 |
|
|
2023
Q1 | $317K | Buy |
3,182
+15
| +0.5% | +$1.5K | 0.28% | 38 |
|
|
2022
Q4 | $307K | Buy |
3,167
+29
| +0.9% | +$2.81K | 0.31% | 38 |
|
|
2022
Q3 | $302K | Buy |
+3,138
| New | +$302K | 8.21% | 5 |
|