Ruedi Wealth Management’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 |
-391
| Closed | -$38.7K | – | 65 |
|
|
2025
Q1 | $38.7K | Buy |
391
+28
| +8% | +$2.77K | 0.01% | 99 |
|
|
2024
Q4 | $35.2K | Buy |
363
+12
| +3% | +$1.16K | 0.01% | 100 |
|
|
2024
Q3 | $35.5K | Buy |
351
+1
| +0.3% | +$101 | 0.01% | 102 |
|
|
2024
Q2 | $34K | Buy |
350
+4
| +1% | +$388 | 0.01% | 103 |
|
|
2024
Q1 | $33.8K | Buy |
346
+107
| +45% | +$10.5K | 0.01% | 100 |
|
|
2023
Q4 | $23.8K | Buy |
239
+3
| +1% | +$298 | 0.01% | 108 |
|
|
2023
Q3 | $22.2K | Buy |
236
+1
| +0.4% | +$94 | 0.01% | 105 |
|
|
2023
Q2 | $23K | Buy |
235
+4
| +2% | +$391 | 0.01% | 108 |
|
|
2023
Q1 | $23K | Buy |
231
+91
| +65% | +$9.07K | 0.01% | 119 |
|
|
2022
Q4 | $359K | Buy |
+140
| New | +$359K | 0.25% | 28 |
|