Semus Wealth Partners’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 | $355K | Buy |
3,578
+1,260
| +54% | +$125K | 0.23% | 75 |
|
|
2025
Q1 | $229K | Sell |
2,318
-59
| -2% | -$5.84K | 0.16% | 95 |
|
|
2024
Q4 | $230K | Sell |
2,377
-338
| -12% | -$32.7K | 0.15% | 98 |
|
|
2024
Q3 | $275K | Sell |
2,715
-624
| -19% | -$63.2K | 0.19% | 96 |
|
|
2024
Q2 | $324K | Sell |
3,339
-77
| -2% | -$7.47K | 0.25% | 76 |
|
|
2024
Q1 | $335K | Buy |
3,416
+921
| +37% | +$90.2K | 0.28% | 80 |
|
|
2023
Q4 | $248K | Sell |
2,495
-291
| -10% | -$28.9K | 0.2% | 101 |
|
|
2023
Q3 | $262K | Sell |
2,786
-236
| -8% | -$22.2K | 0.24% | 92 |
|
|
2023
Q2 | $296K | Sell |
3,022
-152
| -5% | -$14.9K | 0.27% | 82 |
|
|
2023
Q1 | $316K | Sell |
3,174
-354
| -10% | -$35.3K | 0.34% | 72 |
|
|
2022
Q4 | $342K | Buy |
+3,528
| New | +$342K | 0.42% | 65 |
|