Sax Wealth Advisors’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 | $1.57M | Sell |
15,832
-601
| -4% | -$59.6K | 0.09% | 119 |
|
|
2025
Q1 | $1.63M | Buy |
16,433
+11,339
| +223% | +$1.12M | 0.12% | 99 |
|
|
2024
Q4 | $494K | Buy |
5,094
+507
| +11% | +$49.1K | 0.04% | 193 |
|
|
2024
Q3 | $465K | Buy |
4,587
+754
| +20% | +$76.4K | 0.04% | 167 |
|
|
2024
Q2 | $372K | Sell |
3,833
-8,541
| -69% | -$829K | 0.04% | 180 |
|
|
2024
Q1 | $1.21M | Sell |
12,374
-9,644
| -44% | -$945K | 0.14% | 65 |
|
|
2023
Q4 | $2.19M | Sell |
22,018
-9,809
| -31% | -$974K | 0.36% | 51 |
|
|
2023
Q3 | $2.99M | Sell |
31,827
-18,264
| -36% | -$1.72M | 0.59% | 34 |
|
|
2023
Q2 | $4.91M | Buy |
50,091
+15,337
| +44% | +$1.5M | 0.98% | 26 |
|
|
2023
Q1 | $3.46M | Buy |
34,754
+3,268
| +10% | +$326K | 0.75% | 29 |
|
|
2022
Q4 | $3.05M | Sell |
31,486
-7,092
| -18% | -$688K | 0.71% | 29 |
|
|
2022
Q3 | $3.72M | Buy |
38,578
+226
| +0.6% | +$21.8K | 0.96% | 24 |
|
|
2022
Q2 | $3.9M | Sell |
38,352
-8,010
| -17% | -$815K | 0.99% | 22 |
|
|
2022
Q1 | $4.97M | Buy |
46,362
+40,996
| +764% | +$4.39M | 1.2% | 21 |
|
|
2021
Q4 | $612K | Buy |
5,366
+3,058
| +132% | +$349K | 0.13% | 109 |
|
|
2021
Q3 | $265K | Buy |
2,308
+4
| +0.2% | +$459 | 0.06% | 140 |
|
|
2021
Q2 | $266K | Buy |
2,304
+178
| +8% | +$20.6K | 0.09% | 129 |
|
|
2021
Q1 | $242K | Buy |
2,126
+169
| +9% | +$19.2K | 0.09% | 124 |
|
|
2020
Q4 | $231K | Buy |
+1,957
| New | +$231K | 0.11% | 115 |
|