Silverlake 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 | $320K | Buy |
+3,225
| New | +$320K | 0.09% | 223 |
|
|
2023
Q4 | – | Sell |
-2,188
| Closed | -$206K | – | 230 |
|
|
2023
Q3 | $206K | Sell |
2,188
-4
| -0.2% | -$376 | 0.12% | 208 |
|
|
2023
Q2 | $215K | Sell |
2,192
-12
| -0.5% | -$1.18K | 0.12% | 201 |
|
|
2023
Q1 | $220K | Sell |
2,204
-864
| -28% | -$86.1K | 0.13% | 182 |
|
|
2022
Q4 | $298K | Sell |
3,068
-1,515
| -33% | -$147K | 0.19% | 139 |
|
|
2022
Q3 | $442K | Buy |
4,583
+4
| +0.1% | +$385 | 0.3% | 86 |
|
|
2022
Q2 | $466K | Sell |
4,579
-95
| -2% | -$9.66K | 0.3% | 81 |
|
|
2022
Q1 | $501K | Sell |
4,674
-632
| -12% | -$67.7K | 0.29% | 88 |
|
|
2021
Q4 | $605K | Buy |
+5,306
| New | +$605K | 0.33% | 78 |
|